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 GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $10,963 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ABG PORTFOLIO STRAGEGIES, INC. Service code 16 · EIN 38-3462761 | Consulting | $4,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,394 | $43,717-19.0% | $81,478-56.6% | $77,958-54.6% |
| Participation rate | 2.3% | 42.5%-40.3pp | 68.0%-65.7pp | 71.6%-69.4pp |
| Annual return | 16.28% | 23.83%-7.5pp | 38.78%-22.5pp | 20.87%-4.6pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $66 | $1,783-96.3% | $3,537-98.1% | $3,537-98.1% |
| Admin fee / account holder | $260 | $108+140.8% | $4,561-94.3% | $97+166.7% |