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 | $22,701 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Trustee (dire... | $8,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,254 | $98,727-46.1% | $113,168-52.9% | $85,563-37.8% |
| Participation rate | 99.6% | 80.8%+18.8pp | 76.6%+23.0pp | 66.0%+33.6pp |
| Annual return | 16.19% | 17.43%-1.2pp | 24.27%-8.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,546 | $2,907-12.4% | $2,975-14.4% | $2,654-4.0% |
| Participant deferral / active EE | $4,166 | $5,424-23.2% | $5,107-18.4% | $4,375-4.8% |
| Admin fee / account holder | $70 | $357-80.3% | $12,068-99.4% | $834-91.6% |