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 7-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 GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $5,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,848 | $34,677-25.5% | $77,024-66.4% | $64,808-60.1% |
| Participation rate | 38.1% | 49.8%-11.7pp | 67.9%-29.8pp | 71.5%-33.4pp |
| Annual return | -16.95% | -5.33%-11.6pp | 42.32%-59.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $957 | $1,370-30.1% | $2,812-66.0% | $2,506-61.8% |
| Participant deferral / active EE | $1,695 | $2,556-33.7% | $4,426-61.7% | $4,310-60.7% |
| Admin fee / account holder | $69 | $179-61.2% | $5,425-98.7% | $188-63.1% |