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 10-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 |
|---|---|---|
JIM TURNER3 years Service code 26 · EIN 91-1046522 ALLIANT SECURITIES · LIBERTY LAKE, WA 99019 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,834 | $66,310+121.4% | $93,606+56.9% | $65,185+125.3% |
| Participation rate | 70.5% | 74.0%-3.5pp | 75.8%-5.3pp | 70.2%+0.3pp |
| Annual return | 22.26% | 42.58%-20.3pp | 32.76%-10.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,362 | $2,012-32.3% | $2,718-49.9% | $2,177-37.4% |
| Participant deferral / active EE | $2,767 | $3,342-17.2% | $4,069-32.0% | $3,514-21.3% |
| Admin fee / account holder | $40 | $6,897-99.4% | $7,888-99.5% | $847-95.2% |