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: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 41-1451524 | Other Fees | $18,750 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTONI Service code 49 | Other Services | $16,937 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,672 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $41 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 49 STE 500 7908 N · HOUSTON, TX 77064 | Other Services | $0 |
Filed as: VOYA RETIRE. INSURANCE & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,217 | $106,028-27.2% | $146,958-47.5% | $77,643-0.5% |
| Participation rate | 92.1% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.5pp |
| Annual return | 14.70% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,089 | $4,063-24.0% | $4,933-37.4% | $2,726+13.3% |
| Participant deferral / active EE | $8,047 | $7,990+0.7% | $8,070-0.3% | $4,647+73.2% |
| Admin fee / account holder | $65 | $337-80.8% | $12,998-99.5% | $430-84.9% |