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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES,INC Service code 13 101 PARK AVE FLOOR 12 · NEW YORK, NY 10178 | Contract Administrator | $1,645 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 37 · EIN 23-1945930 | Loan Processing | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,117 | $82,130-6.1% | $453,369-83.0% | $79,386-2.9% |
| Participation rate | 94.2% | 73.4%+20.9pp | 78.0%+16.2pp | 70.7%+23.5pp |
| Annual return | 30.55% | 345.31%-314.8pp | 64.40%-33.8pp | 116.85%-86.3pp |
| Employer contribution / active EE | $4,973 | $2,659+87.1% | $4,070+22.2% | $2,427+104.9% |
| Participant deferral / active EE | $10,024 | $4,314+132.4% | $6,209+61.5% | $4,046+147.8% |
| Admin fee / account holder | $2 | $531-99.7% | $11,209-100.0% | $626-99.7% |