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 | $5,881 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $5,193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,014 | $93,571-11.3% | $135,903-38.9% | $75,163+10.4% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 18.89% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,280 | $3,537+21.0% | $4,856-11.9% | $2,670+60.3% |
| Participant deferral / active EE | $9,023 | $6,404+40.9% | $7,758+16.3% | $4,125+118.7% |
| Admin fee / account holder | $136 | $6,975-98.0% | $10,762-98.7% | $5,651-97.6% |