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.4+ years Service code 16 · EIN 38-3462761 | Consulting | $48,281 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,730 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $3,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,174 | $75,388+92.6% | $123,544+17.5% | $55,725+160.5% |
| Participation rate | 49.7% | 75.7%-26.0pp | 82.3%-32.6pp | 70.9%-21.2pp |
| Annual return | 78.05% | 4.48%+73.6pp | 119.20%-41.1pp | 244.93%-166.9pp |
| Employer contribution / active EE | $347 | $3,063-88.7% | $4,628-92.5% | $2,078-83.3% |
| Participant deferral / active EE | $3,698 | $5,651-34.6% | $6,426-42.5% | $3,356+10.2% |
| Admin fee / account holder | $182 | $120+52.3% | $9,284-98.0% | $115+58.4% |