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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $88,840 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $82,110 |
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 | $65,394 | $92,971-29.7% | $96,683-32.4% | $74,419-12.1% |
| Participation rate | 55.1% | 71.5%-16.5pp | 74.3%-19.3pp | 70.7%-15.7pp |
| Annual return | 17.81% | 37.49%-19.7pp | 35.69%-17.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,683 | $3,426-50.9% | $3,737-55.0% | $2,637-36.2% |
| Participant deferral / active EE | $2,788 | $3,970-29.8% | $4,878-42.8% | $4,528-38.4% |
| Admin fee / account holder | $254 | $633-59.9% | $6,730-96.2% | $348-27.0% |