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+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON, Service code 15 · EIN 76-0500416 | Recordkeeping | $2,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,774 | $73,004-89.4% | $90,749-91.4% | $68,494-88.6% |
| Participation rate | 31.0% | 70.8%-39.8pp | 75.7%-44.7pp | 67.9%-36.9pp |
| Annual return | -17.66% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,478 | $2,193-32.6% | $2,921-49.4% | $2,596-43.1% |
| Participant deferral / active EE | $2,089 | $3,627-42.4% | $4,564-54.2% | $4,027-48.1% |
| Admin fee / account holder | $95 | $5,896-98.4% | $8,445-98.9% | $5,403-98.2% |