See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $620 |
ALLIANCE BENEFIT GROUP1 year Service code 49 · EIN 76-0500416 | Other Services | $0 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,955 | $101,317-36.9% | $146,958-56.5% | $74,495-14.1% |
| Participation rate | 56.6% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.6pp |
| Annual return | 13.53% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,816 | $3,810+0.2% | $4,933-22.6% | $2,623+45.5% |
| Participant deferral / active EE | $4,496 | $7,303-38.4% | $8,070-44.3% | $4,346+3.5% |
| Admin fee / account holder | $464 | $1,739-73.3% | $12,998-96.4% | $1,942-76.1% |