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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,373 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $40,801 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,858 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,268 | $50,815-56.2% | $155,509-85.7% | $77,643-71.3% |
| Participation rate | 81.1% | 63.1%+18.0pp | 78.2%+2.9pp | 70.6%+10.6pp |
| Annual return | 12.73% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $429 | $1,993-78.5% | $4,672-90.8% | $2,726-84.3% |
| Participant deferral / active EE | $4,019 | $2,822+42.4% | $5,626-28.6% | $4,647-13.5% |
| Admin fee / account holder | $128 | $437-70.8% | $15,912-99.2% | $430-70.4% |