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 6-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 | $80,474 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $22,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,879 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,135 | $2,679,533-98.4% | $164,866-73.8% | $199,768-78.4% |
| Participation rate | 95.2% | 78.3%+16.9pp | 78.6%+16.6pp | 72.0%+23.2pp |
| Annual return | 20.22% | 17.93%+2.3pp | 69.97%-49.7pp | 34.26%-14.0pp |
| Employer contribution / active EE | $2,135 | $2,970-28.1% | $4,343-50.8% | $3,037-29.7% |
| Participant deferral / active EE | $6,979 | $5,010+39.3% | $6,033+15.7% | $5,090+37.1% |
| Admin fee / account holder | $102 | $1,982-94.8% | $12,689-99.2% | $269-62.0% |