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 GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $11,371 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,139 |
Service code 64 | Recordkeeping Fees | $44 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,844 | $78,485-30.1% | $106,213-48.4% | $74,495-26.4% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 11.47% | 15.95%-4.5pp | 116.14%-104.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $3,603 | $2,523+42.8% | $3,171+13.6% | $2,623+37.4% |
| Participant deferral / active EE | $4,913 | $4,322+13.7% | $5,016-2.1% | $4,346+13.0% |
| Admin fee / account holder | $42 | $2,232-98.1% | $11,033-99.6% | $1,942-97.8% |