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 Service code 15 · EIN 37-0899315 | Recordkeeping | $8,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,078 | $36,916-37.5% | $156,549-85.3% | $57,658-60.0% |
| Participation rate | 51.4% | 63.4%-12.0pp | 84.0%-32.6pp | 70.2%-18.8pp |
| Annual return | 9.12% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $669 | $1,571-57.4% | $5,501-87.8% | $1,974-66.1% |
| Participant deferral / active EE | $1,337 | $1,926-30.6% | $4,871-72.5% | $3,061-56.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |