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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $10,624 |
Annual investment return 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 | $1,281 | $65,061-98.0% | $143,757-99.1% | $66,914-98.1% |
| Participation rate | 83.6% | 65.2%+18.4pp | 80.3%+3.3pp | 69.8%+13.8pp |
| Annual return | -27.93% | -11.14%-16.8pp | -0.04%-27.9pp | 1.58%-29.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,192 | $2,919-59.2% | $5,637-78.9% | $4,237-71.9% |
| Admin fee / account holder | $61 | $502-87.8% | $14,673-99.6% | $593-89.7% |