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) | $76,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,093 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,873 |
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 | $60,257 | $82,202-26.7% | $125,339-51.9% | $64,808-7.0% |
| Participation rate | 93.5% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -15.47% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $6,513 | $3,615+80.1% | $4,814+35.3% | $2,506+159.9% |
| Participant deferral / active EE | $10,800 | $7,175+50.5% | $7,446+45.0% | $4,310+150.6% |
| Admin fee / account holder | $239 | $163+46.3% | $10,010-97.6% | $188+27.2% |