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 SERVICE Service code 23 · EIN 33-0785439 | Insurance services | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,401 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,569 | $62,267+27.8% | $110,238-27.8% | $55,725+42.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -4.55% | -1.07%-3.5pp | 314.74%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $6,525 | $1,941+236.1% | $3,826+70.5% | $2,078+214.0% |
| Participant deferral / active EE | $9,825 | $3,516+179.4% | $4,672+110.3% | $3,356+192.8% |
| Admin fee / account holder | $12 | $121-90.2% | $8,547-99.9% | $115-89.8% |