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 GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0889315 | Recordkeeping | $82,759 |
SPECTRUM INVESTMENT ADVISORS2+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $47,999 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 59 | Shareholder Servicing | $10,628 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $0 |
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 | $110,399 | $50,385+119.1% | $75,670+45.9% | $62,292+77.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 8.18% | 19.90%-11.7pp | 27.34%-19.2pp | 28.90%-20.7pp |
| Employer contribution / active EE | $422 | $1,537-72.6% | $2,352-82.1% | $2,042-79.3% |
| Participant deferral / active EE | $3,286 | $2,445+34.4% | $3,142+4.6% | $3,169+3.7% |
| Admin fee / account holder | $142 | $384-63.0% | $5,800-97.6% | $479-70.4% |