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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.
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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 |
|---|---|---|
RMR WEALTH BUILDERS INC3 years Service code 99 · EIN 11-2812983 | Other Fees | $55,713 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $10,623 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,170 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,466 | $66,457-9.0% | $81,382-25.7% | $77,643-22.1% |
| Participation rate | 89.5% | 68.7%+20.8pp | 69.5%+20.0pp | 70.6%+18.9pp |
| Annual return | 15.69% | 15.93%-0.2pp | 24.73%-9.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,704 | $2,159-21.1% | $2,463-30.8% | $2,726-37.5% |
| Participant deferral / active EE | $6,462 | $3,679+75.6% | $3,883+66.4% | $4,647+39.0% |
| Admin fee / account holder | $382 | $583-34.4% | $5,768-93.4% | $430-11.3% |