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 TURNER4 years Service code 26 · EIN 91-1046522 ALLIANT SECURITIES · LIBERTY LAKE, WA 99019 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $175,883 | $70,908+148.0% | $98,907+77.8% | $73,488+139.3% |
| Participation rate | 68.1% | 73.8%-5.7pp | 76.0%-8.0pp | 70.7%-2.6pp |
| Annual return | 20.86% | 34.17%-13.3pp | 196.43%-175.6pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,320 | $2,036-35.2% | $2,689-50.9% | $2,270-41.8% |
| Participant deferral / active EE | $3,001 | $3,500-14.3% | $4,244-29.3% | $3,740-19.8% |
| Admin fee / account holder | $41 | $535-92.4% | $6,642-99.4% | $513-92.0% |