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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $45,304 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,243 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,285 | $84,784+39.5% | $98,439+20.2% | $74,419+58.9% |
| Participation rate | 89.6% | 81.5%+8.1pp | 75.2%+14.5pp | 70.7%+18.9pp |
| Annual return | 24.94% | 20.59%+4.3pp | 21.16%+3.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $849 | $3,364-74.8% | $3,048-72.2% | $2,637-67.8% |
| Participant deferral / active EE | $6,037 | $5,218+15.7% | $4,738+27.4% | $4,528+33.3% |
| Admin fee / account holder | $178 | $204-12.9% | $8,948-98.0% | $348-48.8% |