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 SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $43,610 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,070 | $104,919-15.1% | $116,228-23.4% | $85,563+4.1% |
| Participation rate | 63.3% | 78.6%-15.3pp | 74.6%-11.3pp | 66.0%-2.7pp |
| Annual return | 19.53% | 15.38%+4.1pp | 90.06%-70.5pp | 31.51%-12.0pp |
| Employer contribution / active EE | $2,320 | $3,485-33.4% | $2,994-22.5% | $2,654-12.6% |
| Participant deferral / active EE | $4,725 | $5,306-11.0% | $4,953-4.6% | $4,375+8.0% |
| Admin fee / account holder | $143 | $429-66.6% | $11,989-98.8% | $834-82.8% |