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 | $38,097 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 24 · EIN 42-1558009 | Discretionary Trustee | $2,922 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 24 | Discretionary Trustee | $1,519 |
CHARLES SCHWAB & CO., INC.3+ years Service code 24 · EIN 94-1737782 | Discretionary Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,797 | $61,214+5.9% | $83,333-22.2% | $56,287+15.1% |
| Participation rate | 85.6% | 72.6%+13.0pp | 77.8%+7.9pp | 69.9%+15.8pp |
| Annual return | 9.90% | 0.42%+9.5pp | 10.63%-0.7pp | -9.96%+19.9pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,525 | $5,091-50.4% | $5,565-54.6% | $3,350-24.6% |
| Admin fee / account holder | $188 | $512-63.3% | $7,510-97.5% | $521-63.9% |