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 | $111,842 |
THE VANGUARD GROUP, INC.5+ years Service code 37 · EIN 23-1945930 | Loan Processing | $71,037 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,420 | $107,459-54.9% | $135,903-64.4% | $80,160-39.6% |
| Participation rate | 81.1% | 78.0%+3.0pp | 81.9%-0.8pp | 72.9%+8.1pp |
| Annual return | 42.89% | 91.91%-49.0pp | 68.23%-25.3pp | 40.38%+2.5pp |
| Employer contribution / active EE | $4,279 | $3,877+10.4% | $4,856-11.9% | $2,978+43.7% |
| Participant deferral / active EE | $8,362 | $8,195+2.0% | $7,758+7.8% | $5,017+66.7% |
| Admin fee / account holder | $143 | $127+12.5% | $10,762-98.7% | $145-1.5% |