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 | $109,314 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $49,374 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,121 |
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 | $29,177 | $47,126-38.1% | $149,673-80.5% | $74,419-60.8% |
| Participation rate | 93.4% | 63.4%+30.0pp | 78.8%+14.7pp | 70.7%+22.7pp |
| Annual return | 24.78% | 22.75%+2.0pp | 134.42%-109.6pp | 34.38%-9.6pp |
| Employer contribution / active EE | $1,897 | $1,905-0.4% | $4,818-60.6% | $2,637-28.1% |
| Participant deferral / active EE | $5,378 | $2,728+97.2% | $5,680-5.3% | $4,528+18.8% |
| Admin fee / account holder | $169 | $343-50.8% | $13,210-98.7% | $348-51.6% |