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 |
|---|---|---|
ALLIED CONSULTANTS, INC1 year Filed as: ALLIED CONSULTANTS, INC. Service code 49 · EIN 95-4171622 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,861 | $79,184+5.9% | $102,438-18.1% | $74,546+12.5% |
| Participation rate | 81.0% | 74.8%+6.3pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 16.95% | 54.95%-38.0pp | 29.37%-12.4pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $2,820 | $2,362+19.4% | $3,024-6.7% | $2,624+7.5% |
| Participant deferral / active EE | $6,704 | $4,414+51.9% | $5,054+32.7% | $4,347+54.2% |
| Admin fee / account holder | $51 | $2,001-97.5% | $9,448-99.5% | $1,944-97.4% |