Filed June 11, 2026
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 10-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 99 701 B STREET, 6TH FLOOR · SAN DIEGO, CA 92101 | Other Fees | $25,227 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $7,318 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 101 PARK AVENUE · NEW YORK, NY 10178 | Recordkeeping Fees | $6,845 |
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 | $73,653 | $106,110-30.6% | $147,005-49.9% | $77,671-5.2% |
| Participation rate | 30.0% | 78.4%-48.4pp | 82.2%-52.2pp | 70.6%-40.6pp |
| Annual return | 18.01% | 56.77%-38.8pp | 418.76%-400.8pp | 31.21%-13.2pp |
| Employer contribution / active EE | $2,023 | $4,065-50.2% | $4,934-59.0% | $2,726-25.8% |
| Participant deferral / active EE | $4,373 | $7,992-45.3% | $8,070-45.8% | $4,648-5.9% |
| Admin fee / account holder | $129 | $338-61.9% | $13,006-99.0% | $430-70.1% |