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 9-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 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $18,634 |
Service code 27 · EIN 82-1434504 200 GALLERIA PKWY SUITE 1950 · ATLANTA, GA 30339 | Advisory (Plan) | $13,262 |
Filed as: ALLIANT INSURANCE AGENCY INC Service code 15 · EIN 33-0785439 | Recordkeeping | $6,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,169 | $101,317-54.4% | $146,958-68.6% | $74,495-38.0% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 24.96% | 8730.91%-8706.0pp | 418.34%-393.4pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $3,805 | $3,810-0.1% | $4,933-22.9% | $2,623+45.1% |
| Participant deferral / active EE | $10,225 | $7,303+40.0% | $8,070+26.7% | $4,346+135.3% |
| Admin fee / account holder | $244 | $1,739-86.0% | $12,998-98.1% | $1,942-87.4% |