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 GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $33,277 |
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,526 | $43,411+106.2% | $94,993-5.8% | $69,631+28.6% |
| Participation rate | 46.0% | 64.4%-18.5pp | 73.9%-27.9pp | 70.7%-24.7pp |
| Annual return | 22.03% | 22.54%-0.5pp | 27.12%-5.1pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $1,866 | $1,202+55.2% | $2,603-28.3% | $2,032-8.2% |
| Participant deferral / active EE | $2,618 | $2,384+9.8% | $3,317-21.1% | $3,224-18.8% |
| Admin fee / account holder | $104 | $87+18.7% | $4,960-97.9% | $110-6.2% |