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 GROUP3 years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $61,405 |
Annual investment return 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 | $3,540 | $82,917-95.7% | $103,333-96.6% | $77,643-95.4% |
| Participation rate | 80.2% | 71.6%+8.6pp | 74.5%+5.7pp | 70.6%+9.6pp |
| Annual return | 9.70% | 19.13%-9.4pp | 24.88%-15.2pp | 31.24%-21.5pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,349 | $4,108-42.8% | $5,057-53.6% | $4,647-49.5% |
| Admin fee / account holder | $96 | $638-84.9% | $8,355-98.8% | $430-77.7% |