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 6-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 | $27,258 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $20,463 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,901 | $88,083-61.5% | $164,813-79.4% | $74,495-54.5% |
| Participation rate | 93.8% | 73.0%+20.8pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 13.23% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,691 | $2,593-34.8% | $4,341-61.0% | $2,623-35.5% |
| Participant deferral / active EE | $4,555 | $4,498+1.3% | $6,031-24.5% | $4,346+4.8% |
| Admin fee / account holder | $200 | $2,234-91.0% | $12,690-98.4% | $1,942-89.7% |