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 GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $75,946 |
JOHN F. SUBY & ASSOCIATES, SC1+ years Service code 26 · EIN 27-0420681 | Advisory (Participants) | $37,548 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Sub-transfer agency fe... | $10,544 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $59,456 | $107,378-44.6% | $108,579-45.2% | $57,658+3.1% |
| Participation rate | 87.3% | 77.1%+10.2pp | 79.6%+7.8pp | 70.2%+17.1pp |
| Annual return | -2.67% | 12.80%-15.5pp | -51.70%+49.0pp | 5.13%-7.8pp |
| Employer contribution / active EE | $1,140 | $1,782-36.0% | $3,758-69.7% | $1,974-42.3% |
| Participant deferral / active EE | $1,494 | $3,221-53.6% | $4,311-65.3% | $3,061-51.2% |
| Admin fee / account holder | $137 | $108+26.2% | $7,645-98.2% | $95+44.9% |