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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 26 · EIN 33-0785439 | Advisory (Participants) | $18,523 |
Filed as: JOHNN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $5,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,806 | $55,416-42.6% | $75,972-58.1% | $77,643-59.0% |
| Participation rate | 38.1% | 63.6%-25.4pp | 69.1%-30.9pp | 70.6%-32.4pp |
| Annual return | 14.39% | 17.07%-2.7pp | 359.55%-345.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,375 | $1,788-23.1% | $2,685-48.8% | $2,726-49.5% |
| Participant deferral / active EE | $2,423 | $3,447-29.7% | $4,255-43.1% | $4,647-47.9% |
| Admin fee / account holder | $214 | $414-48.3% | $6,467-96.7% | $430-50.3% |