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 GROUP5+ years Service code 13 · EIN 76-0342548 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Contract Administrator | $0 |
Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
NATIONWIDE5+ years Service code 18 | Custodial (other than securities); Re... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,284 | $89,355-19.1% | $141,162-48.8% | $72,985-1.0% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.5%-10.7pp | 69.5%+2.3pp |
| Annual return | 21.85% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,139 | $3,114+0.8% | $4,735-33.7% | $2,440+28.7% |
| Participant deferral / active EE | $5,655 | $5,418+4.4% | $6,709-15.7% | $3,607+56.8% |
| Admin fee / account holder | $312 | $5,958-94.8% | $10,261-97.0% | $5,124-93.9% |