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 5-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 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $21,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,194 | $92,971-97.6% | $96,683-97.7% | $74,419-97.1% |
| Participation rate | 55.4% | 71.5%-16.1pp | 74.3%-18.9pp | 70.7%-15.3pp |
| Annual return | 24.53% | 37.49%-13.0pp | 35.69%-11.2pp | 34.38%-9.9pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,376 | $3,970-65.3% | $4,878-71.8% | $4,528-69.6% |
| Admin fee / account holder | $35 | $633-94.4% | $6,730-99.5% | $348-89.8% |