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 RETIREMENT SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE, 12TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $40,979 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS CO., INC. · CINCINNATI, OH 45272 | Loan Processing | $6,343 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,401 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,248 | $64,480+8.9% | $81,382-13.7% | $80,856-13.1% |
| Participation rate | 74.4% | 63.9%+10.5pp | 69.5%+4.9pp | 67.6%+6.7pp |
| Annual return | 9.81% | 16.34%-6.5pp | 24.73%-14.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,274 | $3,094+38.2% | $3,883+10.1% | $4,296-0.5% |
| Admin fee / account holder | $229 | $5,671-96.0% | $5,768-96.0% | $6,918-96.7% |