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 8-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 76-0500416 | Recordkeeping | $23,564 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,006 | $92,971-95.7% | $96,683-95.9% | $74,419-94.6% |
| Participation rate | 81.8% | 71.5%+10.2pp | 74.3%+7.4pp | 70.7%+11.1pp |
| Annual return | 12.90% | 37.49%-24.6pp | 35.69%-22.8pp | 34.38%-21.5pp |
| Employer contribution / active EE | $879 | $3,426-74.4% | $3,737-76.5% | $2,637-66.7% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $45 | $633-92.9% | $6,730-99.3% | $348-87.2% |