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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 | Recordkeeping | $4,168 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $2,946 |
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 | $53,916 | $72,492-25.6% | $87,100-38.1% | $72,985-26.1% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 20.99% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,383 | $3,270+64.6% | $4,049+33.0% | $3,607+49.2% |
| Admin fee / account holder | $84 | $5,055-98.3% | $7,497-98.9% | $5,124-98.4% |