See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 26 · EIN 33-0785439 | Advisory (Participants) | $18,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,413 | $77,145+44.4% | $108,410+2.8% | $85,850+29.8% |
| Participation rate | 80.7% | 74.7%+6.0pp | 80.1%+0.5pp | 69.3%+11.4pp |
| Annual return | 16.94% | 44.54%-27.6pp | 905.27%-888.3pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,623 | $2,379+10.3% | $3,558-26.3% | $2,565+2.3% |
| Participant deferral / active EE | $5,160 | $5,566-7.3% | $6,563-21.4% | $3,952+30.6% |
| Admin fee / account holder | -$91 | $5,172-101.8% | $7,295-101.2% | $6,260-101.4% |