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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 99 · EIN 61-1758632 | Other Fees | $89,692 |
ALLIANCE BENEFIT GROUP1 year Service code 99 · EIN 74-2003995 | Other Fees | $13,400 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 | Other Services | $13,160 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,737 | $50,956-27.9% | $96,562-62.0% | $86,799-57.7% |
| Participation rate | 94.9% | 65.2%+29.7pp | 69.8%+25.1pp | 72.3%+22.6pp |
| Annual return | 14.74% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $740 | $1,111-33.4% | $2,356-68.6% | $2,405-69.2% |
| Participant deferral / active EE | $5,170 | $2,954+75.0% | $3,849+34.3% | $4,131+25.1% |
| Admin fee / account holder | $67 | $166-59.8% | $6,181-98.9% | $170-60.6% |