See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $17,788 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,801 | $46,553-46.7% | $64,056-61.3% | $75,163-67.0% |
| Participation rate | 84.1% | 65.9%+18.2pp | 72.3%+11.8pp | 67.2%+16.9pp |
| Annual return | 21.23% | 26.03%-4.8pp | 33.69%-12.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $3,088 | $1,974+56.4% | $2,747+12.4% | $2,670+15.7% |
| Participant deferral / active EE | $4,915 | $2,837+73.3% | $3,880+26.7% | $4,125+19.1% |
| Admin fee / account holder | $172 | $2,952-94.2% | $3,068-94.4% | $5,651-97.0% |