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 7-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) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,877 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,723 | $93,571+18.3% | $135,903-18.5% | $75,163+47.3% |
| Participation rate | 76.1% | 75.2%+1.0pp | 81.9%-5.8pp | 67.2%+8.9pp |
| Annual return | 16.77% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,182 | $6,404+27.8% | $7,758+5.5% | $4,125+98.3% |
| Admin fee / account holder | $226 | $6,975-96.8% | $10,762-97.9% | $5,651-96.0% |