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 4-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 · EIN 87-0364490 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Recordkeeping | $9,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,370 | $42,419-96.8% | $104,294-98.7% | $77,904-98.2% |
| Participation rate | 100.0% | 51.6%+48.4pp | 73.3%+26.7pp | 73.7%+26.3pp |
| Annual return | -1.56% | -11.16%+9.6pp | 24.61%-26.2pp | 12.21%-13.8pp |
| Employer contribution / active EE | $0 | $1,105-100.0% | $3,372-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,515 | $1,992-23.9% | $4,625-67.2% | $4,806-68.5% |
| Admin fee / account holder | $6 | $117-94.9% | $7,339-99.9% | $133-95.5% |