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 7-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 ILLINOIS Service code 21 · EIN 37-0899315 456 FULTON ST, SUITE 345 · PEORIA, IL 61602 | Bank Trustee | $94,427 |
GERBER LLC3+ years Filed as: GERBER/TAYLOR & ASSOCIATES Service code 27 · EIN 62-1420786 ONE COMMERCE SQUARE, SUITE 1900 · MEMPHIS, TN 38103 | Advisory (Plan) | $40,324 |
BURLEIGH CONSULTING GROUP3+ years Service code 14 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Plan Administrator | $19,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,951 | $52,293+479.3% | $178,490+69.7% | $73,409+312.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 17.29% | 34.75%-17.5pp | 151.07%-133.8pp | 59.29%-42.0pp |
| Employer contribution / active EE | $11,546 | $1,735+565.3% | $5,011+130.4% | $2,234+416.9% |
| Participant deferral / active EE | $4,093 | $2,332+75.5% | $5,202-21.3% | $3,805+7.6% |
| Admin fee / account holder | $415 | $127+225.6% | $13,984-97.0% | $158+162.6% |