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 BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $36,057 |
ALLIANCE BENEFIT GROUP2+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $2,000 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,272 | $60,165+71.6% | $74,183+39.2% | $55,167+87.2% |
| Participation rate | 97.7% | 74.2%+23.6pp | 76.6%+21.1pp | 69.0%+28.7pp |
| Annual return | 6.51% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,932 | $1,600+83.3% | $2,370+23.7% | $1,963+49.4% |
| Participant deferral / active EE | $3,464 | $2,973+16.5% | $3,550-2.4% | $3,054+13.4% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.1% |