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 | $90,654 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $37,411 |
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 | $22,299 | $46,292-51.8% | $143,757-84.5% | $64,808-65.6% |
| Participation rate | 92.2% | 64.2%+28.0pp | 80.3%+11.9pp | 71.5%+20.8pp |
| Annual return | 9.08% | -10.05%+19.1pp | -0.04%+9.1pp | 32.82%-23.7pp |
| Employer contribution / active EE | $1,813 | $1,910-5.1% | $4,951-63.4% | $2,506-27.6% |
| Participant deferral / active EE | $4,871 | $2,646+84.1% | $5,637-13.6% | $4,310+13.0% |
| Admin fee / account holder | $156 | $154+1.8% | $14,673-98.9% | $188-16.7% |