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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,276 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 101 PARK AVE, 12TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $16,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 245 SUMMER ST · BOSTON, MA 02210 | Advisory (Plan) | $2,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,096 | $45,031+37.9% | $85,009-27.0% | $77,671-20.1% |
| Participation rate | 29.8% | 48.7%-18.9pp | 67.5%-37.7pp | 70.6%-40.8pp |
| Annual return | 23.10% | 79.22%-56.1pp | 66.47%-43.4pp | 31.21%-8.1pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,395 | $2,807+56.6% | $4,522-2.8% | $4,648-5.4% |
| Admin fee / account holder | $175 | $912-80.8% | $6,153-97.2% | $430-59.4% |