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 |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $22,773 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 26 · EIN 33-0785439 | Advisory (Participants) | $18,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,303 | $72,277+9.7% | $101,248-21.7% | $79,858-0.7% |
| Participation rate | 83.1% | 68.5%+14.6pp | 75.8%+7.3pp | 69.6%+13.5pp |
| Annual return | 10.68% | 22.30%-11.6pp | 46.47%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,178 | $3,282+27.3% | $4,370-4.4% | $3,740+11.7% |
| Admin fee / account holder | $437 | $4,400-90.1% | $5,945-92.6% | $5,306-91.8% |