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 ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $7,087 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,101 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
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 | $37,360 | $47,977-22.1% | $154,107-75.8% | $56,287-33.6% |
| Participation rate | 16.2% | 66.2%-49.9pp | 83.0%-66.8pp | 69.9%-53.6pp |
| Annual return | -3.56% | 3.54%-7.1pp | 735.12%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $306 | $2,169-85.9% | $5,298-94.2% | $2,111-85.5% |
| Participant deferral / active EE | $407 | $2,392-83.0% | $5,081-92.0% | $3,350-87.8% |
| Admin fee / account holder | $150 | $438-65.9% | $13,411-98.9% | $521-71.3% |