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: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 7090 SOUTH UNION PARK AVE, STE 650 · SALT LAKE CITY, UT 84047 | Advisory (Participants) | $51,864 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS3+ years Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE., STE 650 · SALT LAKE CITY, UT 84047 | Recordkeeping | $2,661 |
CHARLES SCHWAB & CO., INC.3+ 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 | $50,595 | $155,795-67.5% | $136,294-62.9% | $69,631-27.3% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+8.0pp | 70.7%+19.2pp |
| Annual return | 17.75% | 232464.33%-232446.6pp | 5155.94%-5138.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,467 | $2,991-17.5% | $4,695-47.5% | $2,032+21.4% |
| Participant deferral / active EE | $6,442 | $5,394+19.4% | $6,247+3.1% | $3,224+99.8% |
| Admin fee / account holder | $167 | $128+30.0% | $9,243-98.2% | $110+51.0% |