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 RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $6,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,934 | $58,320+42.2% | $86,436-4.1% | $66,914+23.9% |
| Participation rate | 73.7% | 78.6%-4.9pp | 80.3%-6.6pp | 69.8%+3.9pp |
| Annual return | -17.30% | -9.71%-7.6pp | 4394.89%-4412.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,197 | $2,615+22.2% | $3,769-15.2% | $2,544+25.7% |
| Participant deferral / active EE | $6,942 | $6,899+0.6% | $6,952-0.1% | $4,237+63.9% |
| Admin fee / account holder | -$34 | $546-106.3% | $6,731-100.5% | $593-105.8% |