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 INSURANCE SERVICES, INC. Service code 49 701B ST · SAN DIEGO, CA 92101 | Other Services | $59,583 |
Filed as: ALLIANT INSURANCE SERVICES Service code 99 · EIN 33-0785439 | Other Fees | $0 |
Filed as: ALLIANT RETIREMENT SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,511 | $101,317+181.8% | $146,958+94.3% | $74,495+283.3% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 20.42% | 8730.91%-8710.5pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $3,530 | $3,810-7.4% | $4,933-28.4% | $2,623+34.6% |
| Participant deferral / active EE | $11,332 | $7,303+55.2% | $8,070+40.4% | $4,346+160.8% |
| Admin fee / account holder | $40 | $1,739-97.7% | $12,998-99.7% | $1,942-97.9% |