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.4+ years Service code 37 · EIN 23-1945930 | Loan Processing | $58,611 |
Filed as: ALLIANT RETIREMENT CONS. Service code 13 701B 6TH FLOOR · SAN DIEGO, CA 92101 | Contract Administrator | $7,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,950 | $82,202-55.0% | $125,339-70.5% | $64,808-43.0% |
| Participation rate | 67.1% | 77.9%-10.8pp | 82.4%-15.3pp | 71.5%-4.4pp |
| Annual return | 10.93% | 3.48%+7.5pp | 572.05%-561.1pp | 32.82%-21.9pp |
| Employer contribution / active EE | $4,068 | $3,615+12.5% | $4,814-15.5% | $2,506+62.3% |
| Participant deferral / active EE | $7,760 | $7,175+8.1% | $7,446+4.2% | $4,310+80.0% |
| Admin fee / account holder | $55 | $163-66.5% | $10,010-99.5% | $188-70.9% |