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 7-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 |
|---|---|---|
BAM ADVISOR SERVICES1+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $8,780 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $5,571 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,966 | $45,283-51.5% | $155,790-85.9% | $52,331-58.0% |
| Participation rate | 63.3% | 62.2%+1.1pp | 76.1%-12.8pp | 68.1%-4.8pp |
| Annual return | -1.56% | 1.80%-3.4pp | 71.54%-73.1pp | 4.54%-6.1pp |
| Employer contribution / active EE | $624 | $1,329-53.1% | $3,836-83.7% | $1,882-66.8% |
| Participant deferral / active EE | $1,634 | $2,854-42.8% | $4,797-65.9% | $3,022-45.9% |
| Admin fee / account holder | $88 | $981-91.0% | $7,478-98.8% | $592-85.1% |