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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $28,956 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,044 | $100,923-52.4% | $150,045-68.0% | $74,304-35.3% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.3%-0.9pp | 60.3%+21.1pp |
| Annual return | 21.08% | 51.77%-30.7pp | 62.55%-41.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $4,323 | $3,463+24.8% | $4,693-7.9% | $2,241+92.9% |
| Participant deferral / active EE | $9,697 | $6,709+44.5% | $7,997+21.3% | $3,767+157.4% |
| Admin fee / account holder | $372 | $2,767-86.6% | $13,435-97.2% | $2,969-87.5% |