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 SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $26,762 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,027 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,006 | $55,415-58.5% | $155,509-85.2% | $74,495-69.1% |
| Participation rate | 94.9% | 61.9%+33.0pp | 78.2%+16.7pp | 67.2%+27.7pp |
| Annual return | 13.00% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $581 | $2,267-74.4% | $4,672-87.6% | $2,623-77.9% |
| Participant deferral / active EE | $3,683 | $2,836+29.9% | $5,626-34.5% | $4,346-15.3% |
| Admin fee / account holder | $32 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |