See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
MAJORS & MONDRAGON4 years Service code 26 10603 W. SAM HOUSTON PARKWAY N · HOUSTON, TX 77064 | Advisory (Participants) | $32,531 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,840 | $91,552-52.1% | $133,956-67.3% | $79,858-45.1% |
| Participation rate | 81.1% | 73.3%+7.8pp | 79.8%+1.3pp | 69.6%+11.5pp |
| Annual return | 8.95% | 61.85%-52.9pp | 45.09%-36.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,760 | $2,384-26.2% | $3,919-55.1% | $2,471-28.8% |
| Participant deferral / active EE | $2,701 | $3,733-27.7% | $5,048-46.5% | $3,740-27.8% |
| Admin fee / account holder | $364 | $6,321-94.2% | $8,927-95.9% | $5,306-93.1% |