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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $19,983 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $16,931 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Non-monetary compensation; Direct pay... | $5,135 |
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 | $42,953 | $42,548+1.0% | $74,550-42.4% | $56,287-23.7% |
| Participation rate | 87.6% | 60.5%+27.2pp | 69.1%+18.5pp | 69.9%+17.8pp |
| Annual return | -4.77% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $548 | $855-36.0% | $1,961-72.1% | $2,111-74.1% |
| Participant deferral / active EE | $3,914 | $2,277+71.9% | $3,108+25.9% | $3,350+16.8% |
| Admin fee / account holder | $224 | $467-52.1% | $5,060-95.6% | $521-57.1% |