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 4-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 | $138,814 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,764 | $62,544-25.2% | $129,295-63.8% | $199,768-76.6% |
| Participation rate | 81.5% | 56.8%+24.7pp | 69.6%+11.9pp | 72.0%+9.5pp |
| Annual return | 14.55% | 16.95%-2.4pp | 9429.28%-9414.7pp | 34.26%-19.7pp |
| Employer contribution / active EE | $2,249 | $2,394-6.1% | $4,157-45.9% | $3,037-25.9% |
| Participant deferral / active EE | $3,985 | $3,123+27.6% | $4,169-4.4% | $5,090-21.7% |
| Admin fee / account holder | $87 | $167-47.8% | $7,665-98.9% | $269-67.6% |