See peer percentile detail. $4.99 for your first month.
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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.6+ years Service code 37 · EIN 23-1945930 | Loan Processing | $97,880 |
Filed as: ALLIANT RETIREMENT CONS. Service code 13 701B 6TH FLOOR · SAN DIEGO, CA 92101 | Contract Administrator | $91,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,437 | $106,028-45.8% | $146,958-60.9% | $77,643-26.0% |
| Participation rate | 65.1% | 78.4%-13.3pp | 82.2%-17.1pp | 70.6%-5.5pp |
| Annual return | 23.37% | 56.73%-33.4pp | 418.34%-395.0pp | 31.24%-7.9pp |
| Employer contribution / active EE | $4,795 | $4,063+18.0% | $4,933-2.8% | $2,726+75.9% |
| Participant deferral / active EE | $9,637 | $7,990+20.6% | $8,070+19.4% | $4,647+107.4% |
| Admin fee / account holder | $108 | $337-67.9% | $12,998-99.2% | $430-74.8% |