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 GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $13,138 |
Filed as: IPI WEALTH MANAGEMENT, INC. Service code 27 · EIN 36-4061968 | Advisory (Plan) | $10,659 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 | Indirect Investment Fees | $1,333 |
Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,110 | $53,1270% | $86,590-38.7% | $70,131-24.3% |
| Participation rate | 69.8% | 65.3%+4.5pp | 73.5%-3.8pp | 69.5%+0.2pp |
| Annual return | 12.32% | 27.66%-15.3pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,215 | $2,696+56.3% | $3,609+16.8% | $3,332+26.5% |
| Admin fee / account holder | $404 | $3,585-88.7% | $4,906-91.8% | $4,645-91.3% |