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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $117,046 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,717 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,899 | $82,202+28.8% | $125,339-15.5% | $64,808+63.4% |
| Participation rate | 86.7% | 77.9%+8.8pp | 82.4%+4.3pp | 71.5%+15.3pp |
| Annual return | -15.65% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $7,112 | $3,615+96.7% | $4,814+47.7% | $2,506+183.8% |
| Participant deferral / active EE | $9,914 | $7,175+38.2% | $7,446+33.1% | $4,310+130.0% |
| Admin fee / account holder | $281 | $163+72.3% | $10,010-97.2% | $188+49.8% |