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 GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $23,669 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 16 · EIN 38-3462761 | Consulting | $9,605 |
Filed as: FIDELITY TRUST COMPANY Service code 17 · EIN 04-3511550 | Pension Consulting | $1,437 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,908 | $80,177-87.6% | $123,892-92.0% | $57,658-82.8% |
| Participation rate | 93.9% | 74.4%+19.5pp | 81.4%+12.5pp | 70.2%+23.7pp |
| Annual return | 11.19% | 17.90%-6.7pp | 47.52%-36.3pp | 5.13%+6.1pp |
| Employer contribution / active EE | $1,153 | $2,913-60.4% | $4,617-75.0% | $1,974-41.6% |
| Participant deferral / active EE | $1,928 | $5,130-62.4% | $5,984-67.8% | $3,061-37.0% |
| Admin fee / account holder | $104 | $106-2.2% | $8,357-98.8% | $95+9.9% |