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 GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $33,503 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,904 | $57,103-3.9% | $87,507-37.3% | $57,658-4.8% |
| Participation rate | 95.5% | 64.3%+31.2pp | 73.8%+21.7pp | 70.2%+25.3pp |
| Annual return | 9.11% | 12.71%-3.6pp | 12.21%-3.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $2,246 | $1,107+102.8% | $2,550-11.9% | $1,974+13.8% |
| Participant deferral / active EE | $3,165 | $2,250+40.7% | $3,149+0.5% | $3,061+3.4% |
| Admin fee / account holder | $53 | $281-81.1% | $4,221-98.7% | $95-43.8% |