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 GROUP10+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 7090 SOUTH UNION PARK AVE, STE 650 · SALT LAKE CITY, UT 84047 | Advisory (Participants) | $92,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,032 | $106,028+30.2% | $146,958-6.1% | $77,643+77.8% |
| Participation rate | 66.0% | 78.4%-12.3pp | 82.2%-16.1pp | 70.6%-4.5pp |
| Annual return | 12.37% | 56.73%-44.4pp | 418.34%-406.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $930 | $4,063-77.1% | $4,933-81.1% | $2,726-65.9% |
| Participant deferral / active EE | $10,616 | $7,990+32.9% | $8,070+31.6% | $4,647+128.4% |
| Admin fee / account holder | $281 | $337-16.8% | $12,998-97.8% | $430-34.8% |