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 6-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 37 · EIN 23-1945930 | Loan Processing | $14,920 |
Filed as: ALLIANT RETIREMENT CONS. Service code 13 701B 6TH FLOOR · SAN DIEGO, CA 92101 | Contract Administrator | $10,490 |
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $1,635 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,450 | $88,122-62.0% | $141,162-76.3% | $67,579-50.5% |
| Participation rate | 76.7% | 76.5%+0.2pp | 82.5%-5.8pp | 71.3%+5.4pp |
| Annual return | 158.47% | 75.40%+83.1pp | 71.39%+87.1pp | 378.56%-220.1pp |
| Employer contribution / active EE | $2,406 | $3,224-25.4% | $4,735-49.2% | $2,148+12.0% |
| Participant deferral / active EE | $6,454 | $5,958+8.3% | $6,709-3.8% | $3,539+82.4% |
| Admin fee / account holder | $90 | $131-31.4% | $10,261-99.1% | $142-36.9% |