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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $43,024 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0889315 | Recordkeeping | $19,774 |
SPECTRUM INVESTMENT ADVISORS5+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $10,096 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,736 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,954 | $63,764+85.0% | $81,930+44.0% | $79,858+47.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 8.42% | 22.66%-14.2pp | 29.49%-21.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $551 | $1,795-69.3% | $4,310-87.2% | $2,471-77.7% |
| Participant deferral / active EE | $4,528 | $2,780+62.8% | $7,107-36.3% | $3,740+21.1% |
| Admin fee / account holder | $540 | $4,426-87.8% | $5,158-89.5% | $5,306-89.8% |