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 4-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) | $38,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,146 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,068 | $88,982-1.0% | $102,438-14.0% | $77,671+13.4% |
| Participation rate | 85.6% | 80.9%+4.6pp | 76.5%+9.1pp | 70.6%+15.0pp |
| Annual return | 17.69% | 25.01%-7.3pp | 29.37%-11.7pp | 31.21%-13.5pp |
| Employer contribution / active EE | $2,819 | $2,698+4.5% | $3,024-6.8% | $2,726+3.4% |
| Participant deferral / active EE | $5,224 | $5,144+1.6% | $5,054+3.4% | $4,648+12.4% |
| Admin fee / account holder | $306 | $236+30.0% | $9,448-96.8% | $430-28.9% |