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 |
|---|---|---|
DILLON AND ASSOCIATES1+ years Service code 16 · EIN 38-2772510 | Consulting | $35,664 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $13,999 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,029 |
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 | $59,367 | $54,320+9.3% | $67,652-12.2% | $52,331+13.4% |
| Participation rate | 96.0% | 73.6%+22.4pp | 75.7%+20.4pp | 68.1%+27.9pp |
| Annual return | 2.05% | 6.81%-4.8pp | 6625.04%-6623.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $924 | $1,544-40.1% | $2,266-59.2% | $1,882-50.9% |
| Participant deferral / active EE | $2,329 | $2,950-21.1% | $3,560-34.6% | $3,022-22.9% |
| Admin fee / account holder | $299 | $527-43.2% | $4,821-93.8% | $592-49.5% |