Filed December 19, 2024
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 |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $13,786 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Tr... | $9,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,008 | $76,050-23.7% | $96,544-39.9% | $71,457-18.8% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.6pp | 67.9%+31.6pp |
| Annual return | 15.68% | 22.81%-7.1pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,416 | $2,244+52.2% | $2,965+15.2% | $2,588+32.0% |
| Participant deferral / active EE | $4,496 | $4,215+6.7% | $4,851-7.3% | $4,289+4.8% |
| Admin fee / account holder | $49 | $2,707-98.2% | $8,252-99.4% | $1,587-96.9% |