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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.2+ years Filed as: ABG PORTFOLIO STRATEGIES, INC Service code 27 · EIN 38-3462761 | Advisory (Plan) | $38,381 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,748 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $9,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,744 | $85,766+227.3% | $136,294+106.0% | $70,131+300.3% |
| Participation rate | 98.6% | 74.2%+24.5pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 16.68% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $6,248 | $2,966+110.7% | $4,695+33.1% | $2,342+166.7% |
| Participant deferral / active EE | $9,516 | $5,051+88.4% | $6,247+52.3% | $3,332+185.6% |
| Admin fee / account holder | $619 | $5,420-88.6% | $9,243-93.3% | $4,645-86.7% |