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 8-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 37 · EIN 04-2647786 | Loan Processing | $61,510 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $48,711 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,415 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,567 | $56,485+5.5% | $185,823-67.9% | $86,799-31.4% |
| Participation rate | 90.5% | 65.5%+25.0pp | 81.7%+8.8pp | 72.3%+18.2pp |
| Annual return | 17.39% | 118.04%-100.6pp | 122.05%-104.7pp | 97.91%-80.5pp |
| Employer contribution / active EE | $146 | $1,843-92.1% | $5,167-97.2% | $2,405-93.9% |
| Participant deferral / active EE | $4,706 | $2,553+84.3% | $5,568-15.5% | $4,131+13.9% |
| Admin fee / account holder | $135 | $150-9.6% | $16,237-99.2% | $170-20.2% |