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 GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $45,946 |
CHARLES SCHWAB & CO., INC.5+ 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 | $67,231 | $66,813+0.6% | $100,516-33.1% | $73,488-8.5% |
| Participation rate | 89.1% | 77.5%+11.6pp | 79.4%+9.7pp | 70.7%+18.4pp |
| Annual return | -1.41% | 25.70%-27.1pp | 30.89%-32.3pp | 28.51%-29.9pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,727 | $5,883-53.6% | $6,270-56.5% | $3,740-27.1% |
| Admin fee / account holder | $242 | $512-52.8% | $8,081-97.0% | $513-52.9% |