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 10-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 SOUTHWEST Service code 15 · EIN 38-3944313 P.O. BOX 93656 · ALBUQUERQUE, NM 87199 | Recordkeeping | $8,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,689 | $47,078-79.4% | $100,671-90.4% | $55,191-82.4% |
| Participation rate | 44.6% | 58.0%-13.4pp | 70.7%-26.1pp | 69.2%-24.6pp |
| Annual return | -0.44% | 0.65%-1.1pp | 20.43%-20.9pp | 10.78%-11.2pp |
| Employer contribution / active EE | $256 | $1,065-76.0% | $4,012-93.6% | $1,899-86.5% |
| Participant deferral / active EE | $536 | $2,038-73.7% | $3,144-82.9% | $3,046-82.4% |
| Admin fee / account holder | $47 | $153-69.0% | $4,850-99.0% | $91-47.7% |