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: ALLIANCE BENEFIT GROUP CONSULTANTS Service code 27 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Advisory (Plan) | $22,562 |
PCS RETIREMENT, LLC2 years Service code 13 · EIN 23-3038464 | Contract Administrator | $14,667 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,724 | $89,436-50.0% | $164,813-72.9% | $77,643-42.4% |
| Participation rate | 69.2% | 78.6%-9.4pp | 78.6%-9.4pp | 70.6%-1.4pp |
| Annual return | 31.02% | 28.83%+2.2pp | 69.93%-38.9pp | 31.24%-0.2pp |
| Employer contribution / active EE | $3,775 | $2,569+47.0% | $4,341-13.0% | $2,726+38.5% |
| Participant deferral / active EE | $8,493 | $4,897+73.4% | $6,031+40.8% | $4,647+82.8% |
| Admin fee / account holder | $140 | $339-58.8% | $12,690-98.9% | $430-67.5% |