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 GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $4,388 |
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 | $44,175 | $45,031-1.9% | $84,966-48.0% | $77,643-43.1% |
| Participation rate | 41.1% | 48.7%-7.6pp | 67.5%-26.4pp | 70.6%-29.5pp |
| Annual return | 17.56% | 79.22%-61.7pp | 66.38%-48.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,130 | $1,609-29.8% | $2,727-58.5% | $2,726-58.5% |
| Participant deferral / active EE | $2,147 | $2,807-23.5% | $4,519-52.5% | $4,647-53.8% |
| Admin fee / account holder | $72 | $912-92.1% | $6,149-98.8% | $430-83.2% |