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) | $22,539 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,976 | $106,028-22.7% | $146,958-44.2% | $77,643+5.6% |
| Participation rate | 86.0% | 78.4%+7.7pp | 82.2%+3.9pp | 70.6%+15.5pp |
| Annual return | 398.60% | 56.73%+341.9pp | 418.34%-19.7pp | 31.24%+367.4pp |
| Employer contribution / active EE | $940 | $4,063-76.9% | $4,933-80.9% | $2,726-65.5% |
| Participant deferral / active EE | $4,550 | $7,990-43.0% | $8,070-43.6% | $4,647-2.1% |
| Admin fee / account holder | $66 | $337-80.5% | $12,998-99.5% | $430-84.7% |