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 10-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 INSURANCE SERVICE Service code 16 · EIN 33-0785439 | Consulting | $20,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS,INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,314 | $105,581-82.7% | $70,449-74.0% | $90,288-79.7% |
| Participation rate | 98.2% | 77.5%+20.7pp | 75.1%+23.2pp | 73.4%+24.9pp |
| Annual return | 8.11% | 14.78%-6.7pp | 109.03%-100.9pp | 53.97%-45.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $3,845-100.0% | $114-100.0% |