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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.4+ years Service code 16 · EIN 38-3462761 | Consulting | $33,991 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $19,569 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,698 | $75,388-7.5% | $123,544-43.6% | $55,725+25.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -6.40% | 4.48%-10.9pp | 119.20%-125.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $4,138 | $3,063+35.1% | $4,628-10.6% | $2,078+99.1% |
| Participant deferral / active EE | $8,784 | $5,651+55.5% | $6,426+36.7% | $3,356+161.8% |
| Admin fee / account holder | $173 | $120+44.3% | $9,284-98.1% | $115+50.0% |