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 ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $13,412 |
IPI WEALTH MANAGEMENT INC2 years Filed as: IPI WEALTH MANAGEMENT, INC. Service code 27 · EIN 36-4061968 | Advisory (Plan) | $13,205 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 | Indirect Investment Fees | $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.)
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 | $47,881 | $49,177-2.6% | $79,464-39.7% | $64,186-25.4% |
| Participation rate | 69.9% | 65.0%+4.8pp | 73.3%-3.5pp | 69.6%+0.3pp |
| Annual return | -5.14% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,922 | $2,821+39.0% | $3,704+5.9% | $3,470+13.0% |
| Admin fee / account holder | $368 | $3,839-90.4% | $5,113-92.8% | $4,888-92.5% |