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 8-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 17 · EIN 13-5674085 | Pension Consulting | $81,745 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $6,165 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,243 | $88,890+39.8% | $102,423+21.3% | $77,643+60.0% |
| Participation rate | 50.0% | 80.9%-30.9pp | 76.5%-26.5pp | 70.6%-20.6pp |
| Annual return | 30.29% | 24.98%+5.3pp | 29.32%+1.0pp | 31.24%-0.9pp |
| Employer contribution / active EE | $1,968 | $2,698-27.1% | $3,023-34.9% | $2,726-27.8% |
| Participant deferral / active EE | $4,747 | $5,145-7.7% | $5,053-6.1% | $4,647+2.1% |
| Admin fee / account holder | $545 | $235+131.5% | $9,451-94.2% | $430+26.6% |