Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $34,171 |
Service code 16 · EIN 33-8729263 | Consulting | $10,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $1,708 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,295 | $102,382-44.0% | $147,005-61.0% | $80,874-29.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 30.48% | 134.89%-104.4pp | 418.76%-388.3pp | 35.62%-5.1pp |
| Employer contribution / active EE | $2,716 | $3,715-26.9% | $4,934-45.0% | $2,756-1.4% |
| Participant deferral / active EE | $7,043 | $6,646+6.0% | $8,070-12.7% | $4,297+63.9% |
| Admin fee / account holder | $337 | $7,942-95.8% | $13,006-97.4% | $6,935-95.1% |