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 |
|---|---|---|
Service code 26 · EIN 61-1758632 | Advisory (Participants) | $21,969 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7425 HOLLISTER ST · HOUSTON, TX 77040 | Other Services | $18,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,466 | $54,573+5.3% | $90,951-36.8% | $73,488-21.8% |
| Participation rate | 46.7% | 61.2%-14.5pp | 69.0%-22.3pp | 70.7%-24.0pp |
| Annual return | 13.47% | 16.69%-3.2pp | 134.60%-121.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $116 | $991-88.3% | $2,122-94.5% | $2,270-94.9% |
| Participant deferral / active EE | $1,912 | $2,517-24.0% | $3,373-43.3% | $3,740-48.9% |
| Admin fee / account holder | $447 | $521-14.2% | $5,959-92.5% | $513-12.8% |