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 Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $37,660 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J SCHWARTZ CO, INC Service code 16 · EIN 38-2117812 | Consulting | $15,621 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,675 | $80,177-69.2% | $123,892-80.1% | $57,658-57.2% |
| Participation rate | 90.8% | 74.4%+16.4pp | 81.4%+9.4pp | 70.2%+20.6pp |
| Annual return | 8.40% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $463 | $2,913-84.1% | $4,617-90.0% | $1,974-76.6% |
| Participant deferral / active EE | $2,754 | $5,130-46.3% | $5,984-54.0% | $3,061-10.0% |
| Admin fee / account holder | $126 | $106+18.6% | $8,357-98.5% | $95+33.3% |