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 | $59,913 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $58,089 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,269 |
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 | $58,272 | $100,801-42.2% | $149,696-61.1% | $73,409-20.6% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 19.25% | 265.34%-246.1pp | 276.60%-257.4pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,497 | $3,312-54.8% | $4,644-67.8% | $2,234-33.0% |
| Participant deferral / active EE | $9,504 | $6,404+48.4% | $6,842+38.9% | $3,805+149.7% |
| Admin fee / account holder | $249 | $181+37.5% | $9,309-97.3% | $158+57.4% |