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 9-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 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $30,948 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,106 | $47,456-95.6% | $172,739-98.8% | $77,787-97.3% |
| Participation rate | 90.2% | 66.3%+23.9pp | 82.6%+7.5pp | 73.2%+16.9pp |
| Annual return | 33.30% | 35.57%-2.3pp | 802.84%-769.5pp | 32.57%+0.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,515 | $2,560-40.8% | $5,198-70.9% | $3,967-61.8% |
| Admin fee / account holder | $23 | $81-71.5% | $13,954-99.8% | $100-77.0% |