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 TURNER6 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,999 | $72,607+120.4% | $90,749+76.3% | $66,914+139.1% |
| Participation rate | 66.4% | 73.7%-7.3pp | 75.7%-9.3pp | 69.8%-3.4pp |
| Annual return | -18.28% | -12.28%-6.0pp | -12.16%-6.1pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,556 | $2,369-34.3% | $2,921-46.7% | $2,544-38.8% |
| Participant deferral / active EE | $3,554 | $3,977-10.7% | $4,564-22.1% | $4,237-16.1% |
| Admin fee / account holder | $60 | $707-91.5% | $8,445-99.3% | $593-89.9% |