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) | $14,389 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,632 | $77,503+38.9% | $100,391+7.2% | $80,856+33.1% |
| Participation rate | 80.2% | 76.9%+3.3pp | 81.5%-1.3pp | 67.6%+12.6pp |
| Annual return | 15.92% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,726 | $2,801+33.0% | $3,942-5.5% | $2,755+35.2% |
| Participant deferral / active EE | $8,022 | $6,820+17.6% | $8,082-0.7% | $4,296+86.7% |
| Admin fee / account holder | -$3 | $5,897-100.1% | $7,899-100.0% | $6,918-100.0% |