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.
See the 10-year trajectory. $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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,033 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $47,120 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,070 | $80,731+47.5% | $103,374+15.2% | $74,546+59.7% |
| Participation rate | 85.0% | 65.7%+19.4pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 12.40% | 27.56%-15.2pp | 24.89%-12.5pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $4,060 | $3,158+28.6% | $3,869+4.9% | $2,624+54.7% |
| Participant deferral / active EE | $8,658 | $3,860+124.3% | $5,058+71.2% | $4,347+99.2% |
| Admin fee / account holder | $409 | $2,369-82.7% | $8,394-95.1% | $1,944-78.9% |