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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,745 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $25,000 |
Employer contribution per participant 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 | $68,390 | $119,446-42.7% | $150,045-54.4% | $85,563-20.1% |
| Participation rate | 90.6% | 75.4%+15.2pp | 82.3%+8.3pp | 66.0%+24.6pp |
| Annual return | 35.71% | 23.72%+12.0pp | 62.55%-26.8pp | 31.51%+4.2pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $15,600 | $7,985+95.4% | $7,997+95.1% | $4,375+256.6% |
| Admin fee / account holder | $179 | $548-67.3% | $13,435-98.7% | $834-78.5% |