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 5-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 INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $48,045 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,455 | $81,908-17.6% | $90,749-25.7% | $64,808+4.1% |
| Participation rate | 69.0% | 80.5%-11.4pp | 75.7%-6.6pp | 71.5%-2.4pp |
| Annual return | -4.01% | -12.53%+8.5pp | -12.16%+8.2pp | 32.82%-36.8pp |
| Employer contribution / active EE | $2,399 | $3,065-21.7% | $2,921-17.9% | $2,506-4.3% |
| Participant deferral / active EE | $5,111 | $4,840+5.6% | $4,564+12.0% | $4,310+18.6% |
| Admin fee / account holder | $255 | $157+62.4% | $8,445-97.0% | $188+35.9% |