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 GROUP6+ 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 |
NATIONWIDE6+ years Service code 18 | Recordkeeping fees; Custodial (other ... | $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).
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 | $85,403 | $98,750-13.5% | $149,696-42.9% | $79,858+6.9% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 14.98% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,087 | $3,216+27.1% | $4,644-12.0% | $2,471+65.4% |
| Participant deferral / active EE | $7,342 | $5,680+29.3% | $6,842+7.3% | $3,740+96.3% |
| Admin fee / account holder | $362 | $6,053-94.0% | $9,309-96.1% | $5,306-93.2% |