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 9-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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 27 | Advisory (Plan) | $21,124 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $21,074 |
Service code 99 · EIN 46-2919997 | Other Fees | $11,242 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,177 | $52,293-90.1% | $178,490-97.1% | $73,409-92.9% |
| Participation rate | 91.4% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.2pp |
| Annual return | 14.00% | 34.75%-20.7pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,826 | $2,332-21.7% | $5,202-64.9% | $3,805-52.0% |
| Admin fee / account holder | $65 | $127-49.2% | $13,984-99.5% | $158-59.1% |