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 | $120,789 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $66,123 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,565 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,155 | $53,136-39.5% | $155,509-79.3% | $199,593-83.9% |
| Participation rate | 82.4% | 64.1%+18.3pp | 78.2%+4.2pp | 72.0%+10.4pp |
| Annual return | 20.04% | 41.15%-21.1pp | 64.67%-44.6pp | 34.25%-14.2pp |
| Employer contribution / active EE | $88 | $1,851-95.2% | $4,672-98.1% | $3,034-97.1% |
| Participant deferral / active EE | $4,647 | $3,161+47.0% | $5,626-17.4% | $5,087-8.6% |
| Admin fee / account holder | $166 | $185-10.6% | $15,912-99.0% | $269-38.4% |