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-FIN SERV COR Service code 24 · EIN 41-1812533 | Discretionary Trustee | $11,461 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG - NORTH CENTRAL STATES, INC. Service code 13 · EIN 41-1737003 | Contract Administrator | $8,610 |
REILLY, PENNER & BENTON LLP1+ years Service code 10 · EIN 39-0747409 | Accounting | $6,900 |
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 | $72,920 | $54,320+34.2% | $67,652+7.8% | $52,331+39.3% |
| Participation rate | 94.2% | 73.6%+20.6pp | 75.7%+18.5pp | 68.1%+26.1pp |
| Annual return | -0.26% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,767 | $1,544+14.4% | $2,266-22.0% | $1,882-6.1% |
| Participant deferral / active EE | $2,341 | $2,950-20.7% | $3,560-34.2% | $3,022-22.6% |
| Admin fee / account holder | $252 | $527-52.1% | $4,821-94.8% | $592-57.4% |