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 |
|---|---|---|
JOHN F. SUBY & ASSOCIATES, SC3+ years Service code 26 · EIN 27-0420681 | Advisory (Participants) | $82,334 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $72,186 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Sub-transfer agency fees; Investment ... | $11,904 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
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 | $67,129 | $62,267+7.8% | $110,238-39.1% | $55,725+20.5% |
| Participation rate | 82.7% | 78.1%+4.6pp | 79.8%+2.9pp | 70.9%+11.9pp |
| Annual return | 13.22% | -1.07%+14.3pp | 314.74%-301.5pp | 244.93%-231.7pp |
| Employer contribution / active EE | $984 | $1,941-49.3% | $3,826-74.3% | $2,078-52.6% |
| Participant deferral / active EE | $1,623 | $3,516-53.8% | $4,672-65.3% | $3,356-51.6% |
| Admin fee / account holder | $295 | $121+143.9% | $8,547-96.5% | $115+156.1% |