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 MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $17,069 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $15,827 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Shareho... | $4,269 |
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 | $39,923 | $42,546-6.2% | $71,796-44.4% | $55,167-27.6% |
| Participation rate | 91.1% | 59.1%+32.0pp | 69.1%+22.0pp | 69.0%+22.1pp |
| Annual return | 8.20% | 12.36%-4.2pp | 78.04%-69.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $480 | $803-40.2% | $1,924-75.0% | $1,963-75.5% |
| Participant deferral / active EE | $3,336 | $2,064+61.6% | $2,794+19.4% | $3,054+9.2% |
| Admin fee / account holder | $211 | $650-67.5% | $4,815-95.6% | $504-58.1% |