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 WISCONSIN Service code 15 8040 EXCELSIOR DRIVE, SUITE 401 · MADISON, WI 53717 | Recordkeeping | $0 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 P O BOX 6040 · INDIANAPOLIS, IN 46206 | Recordkeeping | $0 |
Filed as: FIRST HEARTLAND CAPITAL, INC. Service code 28 855 E. GOLF ROAD, STE 2128 · ARLINGTON HEIGHTS, IL 60005 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,337 | $54,541-24.2% | $78,778-47.5% | $70,131-41.1% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-10.0pp |
| Annual return | 18.53% | 21.07%-2.5pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $904 | $1,089-17.0% | $1,986-54.5% | $2,342-61.4% |
| Participant deferral / active EE | $2,177 | $2,210-1.5% | $2,958-26.4% | $3,332-34.7% |
| Admin fee / account holder | $93 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |