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 RETIREMENT CONSULTING Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $56,957 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $50,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,108 | $106,110-13.2% | $147,005-37.3% | $77,671+18.6% |
| Participation rate | 98.7% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 16.40% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $4,261 | $4,065+4.8% | $4,934-13.7% | $2,726+56.3% |
| Participant deferral / active EE | $8,443 | $7,992+5.7% | $8,070+4.6% | $4,648+81.7% |
| Admin fee / account holder | $230 | $338-31.8% | $13,006-98.2% | $430-46.5% |