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) | $12,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,751 | $68,346+47.4% | $94,646+6.4% | $75,163+34.0% |
| Participation rate | 74.1% | 76.1%-2.0pp | 80.8%-6.7pp | 67.2%+6.9pp |
| Annual return | 20.31% | 616.93%-596.6pp | 156.71%-136.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,462 | $2,701+65.2% | $3,672+21.5% | $2,670+67.1% |
| Participant deferral / active EE | $9,226 | $6,537+41.1% | $7,418+24.4% | $4,125+123.7% |
| Admin fee / account holder | -$38 | $5,326-100.7% | $7,231-100.5% | $5,651-100.7% |