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) | $49,668 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,401 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $14,125 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,071 |
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 | $51,625 | $82,202-37.2% | $125,339-58.8% | $64,808-20.3% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | -13.57% | 3.48%-17.0pp | 572.05%-585.6pp | 32.82%-46.4pp |
| Employer contribution / active EE | $2,220 | $3,615-38.6% | $4,814-53.9% | $2,506-11.4% |
| Participant deferral / active EE | $6,592 | $7,175-8.1% | $7,446-11.5% | $4,310+52.9% |
| Admin fee / account holder | $137 | $163-16.0% | $10,010-98.6% | $188-27.0% |