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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $17,483 |
ABG PORTFOLIO STRATEGIES, INC.5+ years Service code 16 · EIN 38-3462761 | Consulting | $16,831 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $3,879 |
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 | $33,116 | $52,953-37.5% | $172,739-80.8% | $65,185-49.2% |
| Participation rate | 69.5% | 66.2%+3.4pp | 82.6%-13.1pp | 70.2%-0.7pp |
| Annual return | 20.68% | 30.12%-9.4pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $693 | $2,190-68.4% | $5,143-86.5% | $2,177-68.2% |
| Participant deferral / active EE | $2,529 | $2,471+2.4% | $5,198-51.3% | $3,514-28.0% |
| Admin fee / account holder | $203 | $472-57.0% | $13,954-98.5% | $847-76.0% |