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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $81,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,571 |
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 | $42,759 | $50,127-14.7% | $149,673-71.4% | $80,160-46.7% |
| Participation rate | 92.6% | 64.3%+28.3pp | 78.8%+13.9pp | 72.9%+19.7pp |
| Annual return | 36.47% | 29.82%+6.7pp | 134.42%-97.9pp | 40.38%-3.9pp |
| Employer contribution / active EE | $547 | $1,865-70.7% | $4,818-88.6% | $2,978-81.6% |
| Participant deferral / active EE | $4,605 | $3,194+44.2% | $5,680-18.9% | $5,017-8.2% |
| Admin fee / account holder | $86 | $153-44.0% | $13,210-99.4% | $145-41.0% |