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 9-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 | $66,680 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $31,566 |
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 | $19,708 | $56,485-65.1% | $185,823-89.4% | $86,799-77.3% |
| Participation rate | 89.4% | 65.5%+23.9pp | 81.7%+7.7pp | 72.3%+17.1pp |
| Annual return | 41.71% | 118.04%-76.3pp | 122.05%-80.3pp | 97.91%-56.2pp |
| Employer contribution / active EE | $1,445 | $1,843-21.6% | $5,167-72.0% | $2,405-39.9% |
| Participant deferral / active EE | $3,917 | $2,553+53.4% | $5,568-29.6% | $4,131-5.2% |
| Admin fee / account holder | $146 | $150-2.5% | $16,237-99.1% | $170-14.0% |