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 GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 P.O. BOX 93656 · ALBUQUERQUE, NM 87199 | Recordkeeping | $15,288 |
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 | $6,355 | $45,324-86.0% | $122,332-94.8% | $69,631-90.9% |
| Participation rate | 90.9% | 59.9%+31.0pp | 71.6%+19.3pp | 70.7%+20.2pp |
| Annual return | 14.65% | 25.35%-10.7pp | 30.27%-15.6pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $452 | $1,230-63.3% | $4,050-88.9% | $2,032-77.8% |
| Participant deferral / active EE | $954 | $2,367-59.7% | $3,287-71.0% | $3,224-70.4% |
| Admin fee / account holder | $34 | $87-60.6% | $5,478-99.4% | $110-69.0% |