See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 26 · EIN 33-0785439 | Advisory (Participants) | $50,237 |
NWPS2+ years Service code 15 · EIN 91-2090931 300 E JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $43,334 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,918 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,946 | $78,485+9.5% | $106,213-19.1% | $74,495+15.4% |
| Participation rate | 73.3% | 72.8%+0.4pp | 75.3%-2.0pp | 67.2%+6.1pp |
| Annual return | 15.68% | 15.95%-0.3pp | 116.14%-100.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,234 | $2,523-11.4% | $3,171-29.5% | $2,623-14.8% |
| Participant deferral / active EE | $7,094 | $4,322+64.1% | $5,016+41.4% | $4,346+63.2% |
| Admin fee / account holder | $348 | $2,232-84.4% | $11,033-96.8% | $1,942-82.1% |