See peer percentile detail with Solo.
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 GROUP2 years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $16,797 |
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 | $2,304 | $61,272-96.2% | $149,673-98.5% | $71,457-96.8% |
| Participation rate | 78.8% | 62.5%+16.2pp | 78.8%0pp | 67.9%+10.8pp |
| Annual return | 11.32% | 35.85%-24.5pp | 134.42%-123.1pp | 28.85%-17.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,201 | $2,917-58.8% | $5,680-78.9% | $4,289-72.0% |
| Admin fee / account holder | $104 | $1,261-91.8% | $13,210-99.2% | $1,587-93.5% |