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 | $34,194 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 49 701B ST · SAN DIEGO, CA 92101 | Other Services | $21,258 |
Filed as: ALLIANT INSURANCE SERVICES Service code 99 · EIN 33-0785439 | Other Fees | $12,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,447 | $91,407+172.9% | $135,903+83.5% | $71,457+249.1% |
| Participation rate | 97.6% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 16.83% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $4,084 | $3,703+10.3% | $4,856-15.9% | $2,588+57.8% |
| Participant deferral / active EE | $9,825 | $7,092+38.5% | $7,758+26.6% | $4,289+129.1% |
| Admin fee / account holder | $240 | $1,266-81.0% | $10,762-97.8% | $1,587-84.9% |