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 4-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: ABG CONSULTANTS Service code 27 · EIN 20-0828323 | Advisory (Plan) | $22,077 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $6,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,894 | $50,820-1.8% | $155,567-67.9% | $77,671-35.8% |
| Participation rate | 47.0% | 63.1%-16.2pp | 78.2%-31.2pp | 70.6%-23.6pp |
| Annual return | 16.56% | 34.85%-18.3pp | 64.74%-48.2pp | 31.21%-14.6pp |
| Employer contribution / active EE | $1,255 | $1,993-37.0% | $4,674-73.2% | $2,726-54.0% |
| Participant deferral / active EE | $3,957 | $2,823+40.2% | $5,628-29.7% | $4,648-14.9% |
| Admin fee / account holder | $146 | $436-66.6% | $15,916-99.1% | $430-66.1% |