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 |
|---|---|---|
MAJORS & MONDRAGON1 year Service code 26 10603 W. SAM HOUSTON PARKWAY N · HOUSTON, TX 77064 | Advisory (Participants) | $34,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,070 | $71,192-52.1% | $117,854-71.1% | $62,292-45.3% |
| Participation rate | 82.9% | 74.2%+8.6pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 11.91% | 18.66%-6.7pp | 335.08%-323.2pp | 28.90%-17.0pp |
| Employer contribution / active EE | $1,830 | $1,934-5.3% | $3,786-51.7% | $2,042-10.4% |
| Participant deferral / active EE | $2,880 | $3,189-9.7% | $4,482-35.7% | $3,169-9.1% |
| Admin fee / account holder | $370 | $587-37.0% | $8,020-95.4% | $479-22.8% |