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 GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $36,444 |
GREGORY J SCHWARTZ & COMPANY INC3+ years Filed as: GREGORY J SCHWARTZ CO, INC Service code 16 · EIN 38-2117812 | Consulting | $32,032 |
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 | $30,821 | $155,795-80.2% | $136,294-77.4% | $69,631-55.7% |
| Participation rate | 90.1% | 75.2%+14.9pp | 81.9%+8.2pp | 70.7%+19.5pp |
| Annual return | 16.61% | 232464.33%-232447.7pp | 5155.94%-5139.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $484 | $2,991-83.8% | $4,695-89.7% | $2,032-76.2% |
| Participant deferral / active EE | $3,013 | $5,394-44.1% | $6,247-51.8% | $3,224-6.5% |
| Admin fee / account holder | $163 | $128+27.1% | $9,243-98.2% | $110+47.6% |