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.2+ years Service code 37 · EIN 23-1945930 | Loan Processing | $28,362 |
Filed as: ALLIANT RETIREMENT CONS. Service code 13 701B 6TH FLOOR · SAN DIEGO, CA 92101 | Contract Administrator | $26,937 |
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $0 |
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 | $41,167 | $100,801-59.2% | $149,696-72.5% | $73,409-43.9% |
| Participation rate | 77.7% | 77.7%0pp | 82.5%-4.8pp | 72.2%+5.6pp |
| Annual return | 88.00% | 265.34%-177.3pp | 276.60%-188.6pp | 59.29%+28.7pp |
| Employer contribution / active EE | $2,557 | $3,312-22.8% | $4,644-45.0% | $2,234+14.5% |
| Participant deferral / active EE | $6,692 | $6,404+4.5% | $6,842-2.2% | $3,805+75.8% |
| Admin fee / account holder | $119 | $181-34.2% | $9,309-98.7% | $158-24.7% |