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 |
|---|---|---|
Filed as: ABG CONSULTING SERVICES Service code 26 7425 HOLLISTER · HOUSTON, TX 77040 | Advisory (Participants) | $3,318 |
ALLIANCE BENEFIT GROUP2 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $3,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,824 | $78,422-50.5% | $95,952-59.5% | $79,858-51.4% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 12.52% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $738 | $1,945-62.1% | $2,541-71.0% | $2,471-70.1% |
| Participant deferral / active EE | $1,780 | $3,440-48.3% | $4,167-57.3% | $3,740-52.4% |
| Admin fee / account holder | $156 | $5,622-97.2% | $6,795-97.7% | $5,306-97.1% |