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 |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $54,050 |
Filed as: ALLIANT RETIREMENT SERVICE Service code 16 · EIN 33-0785439 | Consulting | $22,362 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 16 · EIN 33-0785438 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,152 | $91,762-50.8% | $67,502-33.1% | $77,643-41.8% |
| Participation rate | 84.5% | 75.9%+8.6pp | 72.9%+11.6pp | 70.6%+13.9pp |
| Annual return | 14.39% | 14.87%-0.5pp | 3512.12%-3497.7pp | 31.24%-16.9pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $38 | $176-78.4% | $3,998-99.1% | $430-91.2% |