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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $51,219 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,584 | $58,655+16.9% | $91,989-25.4% | $65,185+5.2% |
| Participation rate | 97.3% | 75.3%+22.1pp | 78.6%+18.7pp | 70.2%+27.1pp |
| Annual return | 8.24% | 33.92%-25.7pp | 69.02%-60.8pp | 29.38%-21.1pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,979 | $5,474-45.6% | $5,923-49.7% | $3,514-15.2% |
| Admin fee / account holder | $275 | $434-36.7% | $7,743-96.5% | $847-67.6% |