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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONS. Service code 13 701B 6TH FLOOR · SAN DIEGO, CA 92101 | Contract Administrator | $63,452 |
THE VANGUARD GROUP, INC.3+ years Service code 37 · EIN 23-1945930 | Loan Processing | $36,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,920 | $104,317-56.0% | $159,436-71.2% | $86,799-47.1% |
| Participation rate | 70.6% | 77.7%-7.2pp | 82.8%-12.3pp | 72.3%-1.7pp |
| Annual return | 28.67% | 26.32%+2.3pp | 263.57%-234.9pp | 97.91%-69.2pp |
| Employer contribution / active EE | $2,736 | $3,451-20.7% | $4,829-43.3% | $2,405+13.7% |
| Participant deferral / active EE | $6,805 | $6,837-0.5% | $7,352-7.4% | $4,131+64.7% |
| Admin fee / account holder | $157 | $172-8.9% | $10,799-98.5% | $170-7.5% |