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 15 · EIN 35-0145825 | Recordkeeping | $34,079 |
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 28 · EIN 33-0785439 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,389 | $88,324-48.6% | $115,037-60.5% | $55,191-17.8% |
| Participation rate | 45.4% | 72.5%-27.2pp | 81.4%-36.0pp | 69.2%-23.8pp |
| Annual return | -1.36% | 6.30%-7.7pp | 26.14%-27.5pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,435 | $2,805-48.8% | $4,608-68.9% | $1,899-24.4% |
| Participant deferral / active EE | $3,170 | $5,042-37.1% | $6,026-47.4% | $3,046+4.0% |
| Admin fee / account holder | $5 | $105-95.1% | $8,175-99.9% | $91-94.3% |