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 4-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, INC. Service code 99 | Other Fees | $5,390 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 49 · EIN 33-0785439 | Other Services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,470 | $84,487-79.3% | $125,339-86.1% | $66,914-73.9% |
| Participation rate | 86.9% | 76.4%+10.5pp | 82.4%+4.5pp | 69.8%+17.1pp |
| Annual return | -15.02% | -8.39%-6.6pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3 | $3,553-99.9% | $4,814-99.9% | $2,544-99.9% |
| Participant deferral / active EE | $7,482 | $6,781+10.3% | $7,446+0.5% | $4,237+76.6% |
| Admin fee / account holder | $16 | $685-97.6% | $10,010-99.8% | $593-97.3% |