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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $46,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,845 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,293 | $79,013-9.8% | $100,391-29.0% | $74,495-4.3% |
| Participation rate | 82.2% | 79.5%+2.7pp | 81.5%+0.7pp | 67.2%+15.0pp |
| Annual return | 16.76% | 20.41%-3.7pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,083 | $3,021-31.0% | $3,942-47.1% | $2,623-20.6% |
| Participant deferral / active EE | $6,412 | $7,760-17.4% | $8,082-20.7% | $4,346+47.5% |
| Admin fee / account holder | $292 | $1,320-77.8% | $7,899-96.3% | $1,942-84.9% |