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 | $331,236 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ABG PORTFOLIO STRATEGIES Service code 19 · EIN 38-3462761 | Securities Custodian | $125,000 |
HORNE LLP3+ years Service code 10 · EIN 20-1941244 | Accounting | $16,856 |
Annual investment return 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 | $51,702 | $67,228-23.1% | $117,854-56.1% | $77,958-33.7% |
| Participation rate | 98.1% | 79.4%+18.7pp | 79.7%+18.4pp | 71.6%+26.4pp |
| Annual return | 14.98% | 19.13%-4.2pp | 335.08%-320.1pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,653 | $2,211-25.2% | $3,786-56.3% | $2,310-28.4% |
| Participant deferral / active EE | $3,029 | $3,653-17.1% | $4,482-32.4% | $3,537-14.3% |
| Admin fee / account holder | $179 | $76+136.4% | $8,020-97.8% | $97+84.1% |