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 | $2,681 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,273 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,123 | $50,385-12.4% | $75,670-41.7% | $62,292-29.2% |
| Participation rate | 98.4% | 67.7%+30.7pp | 72.3%+26.0pp | 69.5%+28.9pp |
| Annual return | 16.78% | 19.90%-3.1pp | 27.34%-10.6pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,741 | $2,445+12.1% | $3,142-12.8% | $3,169-13.5% |
| Admin fee / account holder | $7 | $384-98.1% | $5,800-99.9% | $479-98.5% |