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 3-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 CONSULTING Service code 27 101 PARK AVE 12TH FLOOR · NEW YORK, NY 10178 | Advisory (Plan) | $26,111 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
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 | $108,963 | $65,561+66.2% | $91,541+19.0% | $74,304+46.6% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 16.40% | 17.68%-1.3pp | 20.50%-4.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,931 | $1,717+70.7% | $2,505+17.0% | $2,241+30.8% |
| Participant deferral / active EE | $5,057 | $2,918+73.3% | $4,008+26.2% | $3,767+34.2% |
| Admin fee / account holder | $215 | $3,333-93.6% | $6,956-96.9% | $2,969-92.8% |