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 ASSOCIATES2+ years Service code 16 · EIN 38-2772510 | Consulting | $36,409 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $16,470 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,995 | $60,165+4.7% | $74,183-15.1% | $55,167+14.2% |
| Participation rate | 95.6% | 74.2%+21.4pp | 76.6%+19.0pp | 69.0%+26.6pp |
| Annual return | 6.14% | 10.00%-3.9pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,133 | $1,600-29.2% | $2,370-52.2% | $1,963-42.3% |
| Participant deferral / active EE | $2,926 | $2,973-1.6% | $3,550-17.6% | $3,054-4.2% |
| Admin fee / account holder | $306 | $419-27.0% | $5,586-94.5% | $504-39.3% |