See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES, LLC Service code 26 · EIN 33-0785439 701 B STREET · SAN DIEGO, CA 92101 | Advisory (Participants) | $14,985 |
ERISA FIDUCIARY SERVICES, INC.1+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,099 | $88,890-56.0% | $102,423-61.8% | $77,643-49.6% |
| Participation rate | 54.4% | 80.9%-26.5pp | 76.5%-22.1pp | 70.6%-16.2pp |
| Annual return | 17.54% | 24.98%-7.4pp | 29.32%-11.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,010 | $2,698-25.5% | $3,023-33.5% | $2,726-26.3% |
| Participant deferral / active EE | $3,791 | $5,145-26.3% | $5,053-25.0% | $4,647-18.4% |
| Admin fee / account holder | $116 | $235-50.8% | $9,451-98.8% | $430-73.1% |