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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,089 |
ALLIANCE BENEFIT GROUP2 years Filed as: ABG CONSULTANTS LLC Service code 27 · EIN 20-0828343 | Advisory (Plan) | $12,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,264 | $46,423+64.3% | $75,886+0.5% | $67,579+12.9% |
| Participation rate | 65.4% | 63.1%+2.3pp | 69.3%-3.9pp | 71.3%-5.9pp |
| Annual return | 18.79% | 32.29%-13.5pp | 30.76%-12.0pp | 378.56%-359.8pp |
| Employer contribution / active EE | $3,405 | $1,406+142.1% | $2,500+36.2% | $2,148+58.5% |
| Participant deferral / active EE | $7,679 | $2,564+199.5% | $3,603+113.1% | $3,539+117.0% |
| Admin fee / account holder | $133 | $132+0.7% | $5,418-97.6% | $142-6.7% |