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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $29,941 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,091 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S EDGE, CPA, LLC. Service code 10 · EIN 26-4527814 | Accounting | $9,000 |
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 | $50,361 | $88,634-43.2% | $101,326-50.3% | $74,304-32.2% |
| Participation rate | 85.3% | 76.9%+8.4pp | 81.5%+3.8pp | 60.3%+24.9pp |
| Annual return | 23.99% | 33.10%-9.1pp | 36.82%-12.8pp | 29.43%-5.4pp |
| Employer contribution / active EE | $1,837 | $2,930-37.3% | $3,665-49.9% | $2,241-18.0% |
| Participant deferral / active EE | $9,614 | $7,322+31.3% | $7,994+20.3% | $3,767+155.2% |
| Admin fee / account holder | $297 | $2,425-87.8% | $11,185-97.3% | $2,969-90.0% |