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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $51,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,200 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $15,950 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,007 | $104,317-30.0% | $159,436-54.2% | $86,799-15.9% |
| Participation rate | 95.4% | 77.7%+17.7pp | 82.8%+12.6pp | 72.3%+23.1pp |
| Annual return | 21.34% | 26.32%-5.0pp | 263.57%-242.2pp | 97.91%-76.6pp |
| Employer contribution / active EE | $1,781 | $3,451-48.4% | $4,829-63.1% | $2,405-25.9% |
| Participant deferral / active EE | $6,220 | $6,837-9.0% | $7,352-15.4% | $4,131+50.6% |
| Admin fee / account holder | $160 | $172-6.9% | $10,799-98.5% | $170-5.4% |