Filed January 24, 2025
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 6-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 |
|---|---|---|
AB FUNDS5 years Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $314,209 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 6.61% | 8.15%-1.5pp | 8.05%-1.4pp | 8.76%-2.1pp |
| Employer contribution / active EE | $87,702 | $60,767+44.3% | $42,669+105.5% | $16,640+427.1% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |