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: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 3200 SOUTH 700 EAST, SUITE 200 · SALT LAKE CITY, UT 84106 | Advisory (Participants) | $44,695 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS2+ years Service code 15 · EIN 87-0364490 3200 SOUTH 700 EAST · SALT LAKE CITY, UT 84106 | Recordkeeping | $5,305 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $44,799 | $75,183-40.4% | $123,892-63.8% | $55,167-18.8% |
| Participation rate | 90.5% | 72.8%+17.7pp | 81.4%+9.1pp | 69.0%+21.5pp |
| Annual return | 7.45% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,390 | $2,823-15.3% | $4,617-48.2% | $1,963+21.8% |
| Participant deferral / active EE | $5,949 | $5,084+17.0% | $5,984-0.6% | $3,054+94.8% |
| Admin fee / account holder | $179 | $663-73.0% | $8,357-97.9% | $504-64.4% |