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 - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,967 | $46,761+30.4% | $106,619-42.8% | $57,658+5.7% |
| Participation rate | 56.3% | 56.9%-0.6pp | 78.0%-21.7pp | 70.2%-14.0pp |
| Annual return | 64.75% | 15.77%+49.0pp | 9.42%+55.3pp | 5.13%+59.6pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $3,947-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,880 | $1,954-3.8% | $3,930-52.2% | $3,061-38.6% |
| Admin fee / account holder | $24 | $97-74.9% | $6,418-99.6% | $95-74.4% |