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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $11,122 |
TAYLOR & MORGAN ASSET MANAGEMENT4+ years Service code 28 · EIN 27-3223635 | Investment Management | $8,991 |
LAYTON & RICHARDSON, P.C.3+ years Service code 10 · EIN 38-2024865 | Accounting | $6,000 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 15 · EIN 20-0937408 | Recordkeeping | $1,568 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,492 | $42,548-65.9% | $74,550-80.6% | $56,287-74.3% |
| Participation rate | 87.2% | 60.5%+26.7pp | 69.1%+18.1pp | 69.9%+17.4pp |
| Annual return | -7.06% | 12.40%-19.5pp | 32.53%-39.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $263 | $855-69.2% | $1,961-86.6% | $2,111-87.5% |
| Participant deferral / active EE | $490 | $2,277-78.5% | $3,108-84.2% | $3,350-85.4% |
| Admin fee / account holder | $204 | $467-56.4% | $5,060-96.0% | $521-60.9% |