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 27 · EIN 33-0785439 | Advisory (Plan) | $84,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,452 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,129 | $104,317-36.6% | $159,436-58.5% | $86,799-23.8% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.2pp | 72.3%+20.8pp |
| Annual return | 24.90% | 26.32%-1.4pp | 263.57%-238.7pp | 97.91%-73.0pp |
| Employer contribution / active EE | $4,047 | $3,451+17.3% | $4,829-16.2% | $2,405+68.3% |
| Participant deferral / active EE | $9,054 | $6,837+32.4% | $7,352+23.1% | $4,131+119.2% |
| Admin fee / account holder | $267 | $172+55.1% | $10,799-97.5% | $170+57.5% |