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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Service code 27 840 GESSNER RD · HOUSTON, TX 77024 | Advisory (Plan) | $39,342 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,850 |
ALLIANCE BENEFIT GROUP9 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $8,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,626 | $67,984+68.6% | $65,493+75.0% | $74,304+54.3% |
| Participation rate | 71.7% | 66.3%+5.3pp | 73.1%-1.4pp | 60.3%+11.3pp |
| Annual return | 16.35% | 19.87%-3.5pp | 982.45%-966.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,311 | $2,491+32.9% | $2,574+28.6% | $2,241+47.7% |
| Participant deferral / active EE | $4,705 | $3,346+40.6% | $3,961+18.8% | $3,767+24.9% |
| Admin fee / account holder | $278 | $1,373-79.7% | $5,028-94.5% | $2,969-90.6% |