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, INC. Service code 99 · EIN 33-0785439 | Other Fees | $61,630 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 701B ST · SAN DIEGO, CA 92101 | Other Services | $21,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,341 | $84,487+158.4% | $125,339+74.2% | $66,914+226.3% |
| Participation rate | 92.6% | 76.4%+16.2pp | 82.4%+10.2pp | 69.8%+22.8pp |
| Annual return | -10.28% | -8.39%-1.9pp | 572.05%-582.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $4,080 | $3,553+14.8% | $4,814-15.2% | $2,544+60.4% |
| Participant deferral / active EE | $8,389 | $6,781+23.7% | $7,446+12.7% | $4,237+98.0% |
| Admin fee / account holder | $312 | $685-54.4% | $10,010-96.9% | $593-47.4% |