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) | $110,105 |
Service code 37 · EIN 04-2647786 | Loan Processing | $94,554 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,452 | $53,136-6.9% | $155,509-68.2% | $199,593-75.2% |
| Participation rate | 88.8% | 64.1%+24.8pp | 78.2%+10.6pp | 72.0%+16.9pp |
| Annual return | 14.37% | 41.15%-26.8pp | 64.67%-50.3pp | 34.25%-19.9pp |
| Employer contribution / active EE | $775 | $1,851-58.2% | $4,672-83.4% | $3,034-74.5% |
| Participant deferral / active EE | $5,521 | $3,161+74.7% | $5,626-1.9% | $5,087+8.5% |
| Admin fee / account holder | $114 | $185-38.6% | $15,912-99.3% | $269-57.7% |