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 | $64,149 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,031 |
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 | $81,370 | $95,274-14.6% | $135,903-40.1% | $74,419+9.3% |
| Participation rate | 94.3% | 78.2%+16.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 27.30% | 32.77%-5.5pp | 68.23%-40.9pp | 34.38%-7.1pp |
| Employer contribution / active EE | $4,228 | $3,874+9.1% | $4,856-12.9% | $2,637+60.3% |
| Participant deferral / active EE | $11,114 | $7,782+42.8% | $7,758+43.3% | $4,528+145.5% |
| Admin fee / account holder | $194 | $266-27.1% | $10,762-98.2% | $348-44.3% |