See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE PENSION CONSULTANTS, LLC10+ years Service code 15 · EIN 36-4389114 | Recordkeeping | $113,637 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $45,758 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $33,639 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,750 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $14,000 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,012 | $148,970-59.0% | $136,007-55.1% | $199,593-69.4% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.5%-31.5pp | 72.0%-27.0pp |
| Annual return | 18.32% | 27.07%-8.7pp | 579.32%-561.0pp | 34.25%-15.9pp |
| Employer contribution / active EE | $1,699 | $3,561-52.3% | $4,217-59.7% | $3,034-44.0% |
| Participant deferral / active EE | $3,230 | $6,140-47.4% | $7,025-54.0% | $5,087-36.5% |
| Admin fee / account holder | $188 | $144+30.3% | $6,858-97.3% | $269-30.2% |