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 GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 P.O. BOX 93656 · ALBUQUERQUE, NM 87199 | Recordkeeping | $8,678 |
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 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 | $5,438 | $41,281-86.8% | $109,313-95.0% | $57,658-90.6% |
| Participation rate | 88.2% | 59.3%+28.8pp | 71.3%+16.9pp | 70.2%+17.9pp |
| Annual return | 6.90% | 8.97%-2.1pp | 22.07%-15.2pp | 5.13%+1.8pp |
| Employer contribution / active EE | $389 | $1,201-67.6% | $3,892-90.0% | $1,974-80.3% |
| Participant deferral / active EE | $847 | $2,223-61.9% | $3,166-73.2% | $3,061-72.3% |
| Admin fee / account holder | $21 | $75-72.2% | $5,666-99.6% | $95-77.9% |