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 GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $2,225 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 24 | Discretionary Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,629 | $41,467+147.5% | $67,313+52.5% | $55,725+84.2% |
| Participation rate | 62.6% | 62.5%+0.1pp | 69.1%-6.4pp | 70.9%-8.2pp |
| Annual return | -1.95% | 0.82%-2.8pp | -4.08%+2.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $1,270 | $1,316-3.5% | $2,566-50.5% | $2,078-38.9% |
| Participant deferral / active EE | $3,274 | $2,399+36.5% | $3,568-8.2% | $3,356-2.4% |
| Admin fee / account holder | $13 | $102-87.6% | $4,507-99.7% | $115-89.0% |