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) | $51,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,838 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,767 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $10,263 |
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 | $65,525 | $95,274-31.2% | $135,903-51.8% | $74,419-12.0% |
| Participation rate | 98.1% | 78.2%+20.0pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 18.89% | 32.77%-13.9pp | 68.23%-49.3pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,008 | $3,874-22.3% | $4,856-38.0% | $2,637+14.1% |
| Participant deferral / active EE | $8,283 | $7,782+6.4% | $7,758+6.8% | $4,528+82.9% |
| Admin fee / account holder | $150 | $266-43.5% | $10,762-98.6% | $348-56.8% |