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 Service code 15 · EIN 37-0899315 | Recordkeeping | $18,470 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $12,285 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,682 | $74,024-42.3% | $77,999-45.3% | $57,658-26.0% |
| Participation rate | 71.9% | 79.7%-7.9pp | 75.5%-3.6pp | 70.2%+1.6pp |
| Annual return | 6.93% | 12.14%-5.2pp | 425.96%-419.0pp | 5.13%+1.8pp |
| Employer contribution / active EE | $472 | $2,365-80.0% | $2,470-80.9% | $1,974-76.1% |
| Participant deferral / active EE | $1,235 | $3,533-65.0% | $3,497-64.7% | $3,061-59.6% |
| Admin fee / account holder | $28 | $93-70.1% | $5,480-99.5% | $95-70.5% |