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 | $79,171+5.9% | $102,423-18.1% | $74,495+12.6% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 16.95% | 54.93%-38.0pp | 29.32%-12.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $2,820 | $2,362+19.4% | $3,023-6.7% | $2,623+7.5% |
| Participant deferral / active EE | $6,704 | $4,415+51.8% | $5,053+32.7% | $4,346+54.3% |
| Admin fee / account holder | $51 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |