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 GROUP1 year Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $25,965 |
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 | $28,269 | $52,639-46.3% | $185,117-84.7% | $62,292-54.6% |
| Participation rate | 44.9% | 63.9%-19.0pp | 77.3%-32.4pp | 69.5%-24.6pp |
| Annual return | 15.66% | 19.57%-3.9pp | 40.50%-24.8pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,041 | $1,483-29.8% | $4,182-75.1% | $2,042-49.0% |
| Participant deferral / active EE | $2,640 | $3,097-14.8% | $5,045-47.7% | $3,169-16.7% |
| Admin fee / account holder | $221 | $374-40.9% | $8,159-97.3% | $479-54.0% |