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 GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $3,975 |
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 | $33,241 | $40,385-17.7% | $80,569-58.7% | $74,419-55.3% |
| Participation rate | 39.1% | 47.4%-8.4pp | 67.0%-27.9pp | 70.7%-31.7pp |
| Annual return | 18.64% | 164.85%-146.2pp | 935.43%-916.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,055 | $1,496-29.5% | $2,723-61.3% | $2,637-60.0% |
| Participant deferral / active EE | $1,895 | $2,674-29.1% | $4,447-57.4% | $4,528-58.1% |
| Admin fee / account holder | $50 | $720-93.1% | $5,377-99.1% | $348-85.6% |