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 |
|---|---|---|
ALLIANCE BENEFIT GROUP8+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 74-0500416 | Recordkeeping Fees | $122,973 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,221 |
MELTON & MELTON LLP1 year Filed as: MELTON AND MELTON L.L.P Service code 16 · EIN 74-1550819 | Consulting | $20,360 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,550 |
LPL FINANCIAL1 year Filed as: LPL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,034 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,453 | $95,918-3.6% | $151,611-39.0% | $77,904+18.7% |
| Participation rate | 63.7% | 88.7%-25.1pp | 87.5%-23.8pp | 73.7%-10.0pp |
| Annual return | -13.53% | -5.50%-8.0pp | 3.33%-16.9pp | 12.21%-25.7pp |
| Employer contribution / active EE | $1,751 | $4,330-59.6% | $6,166-71.6% | $2,848-38.5% |
| Participant deferral / active EE | $4,272 | $7,508-43.1% | $8,363-48.9% | $4,806-11.1% |
| Admin fee / account holder | $102 | $93+9.6% | $11,616-99.1% | $133-22.9% |