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 MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $15,796 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Service code 16 · EIN 38-3462761 | Consulting | $14,758 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $3,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,526 | $55,453-45.0% | $170,442-82.1% | $62,292-51.0% |
| Participation rate | 67.5% | 66.4%+1.1pp | 83.6%-16.1pp | 69.5%-2.1pp |
| Annual return | 14.52% | 21.38%-6.9pp | 205.93%-191.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $628 | $2,164-71.0% | $5,433-88.4% | $2,042-69.2% |
| Participant deferral / active EE | $2,116 | $2,303-8.1% | $4,939-57.2% | $3,169-33.2% |
| Admin fee / account holder | $196 | $455-56.9% | $13,880-98.6% | $479-59.1% |