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 | $2,123 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,374 | $101,317-57.2% | $146,958-70.5% | $74,495-41.8% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.6pp | 67.2%+20.5pp |
| Annual return | 17.64% | 8730.91%-8713.3pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,948 | $7,303+36.2% | $8,070+23.3% | $4,346+128.9% |
| Admin fee / account holder | $23 | $1,739-98.7% | $12,998-99.8% | $1,942-98.8% |