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 7-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 13 · EIN 06-1050034 | Contract Administrator | $87,500 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $62,436 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,989 | $95,274+43.8% | $135,903+0.8% | $74,419+84.1% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 14.24% | 32.77%-18.5pp | 68.23%-54.0pp | 34.38%-20.1pp |
| Employer contribution / active EE | $5,209 | $3,874+34.4% | $4,856+7.3% | $2,637+97.5% |
| Participant deferral / active EE | $7,540 | $7,782-3.1% | $7,758-2.8% | $4,528+66.5% |
| Admin fee / account holder | $150 | $266-43.7% | $10,762-98.6% | $348-56.9% |