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 |
|---|---|---|
Service code 37 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Loan Processing | $15,949 |
Service code 10 · EIN 43-1947695 | Accounting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,472 | $61,156-27.3% | $185,823-76.1% | $79,386-44.0% |
| Participation rate | 84.9% | 66.6%+18.3pp | 81.7%+3.2pp | 70.7%+14.2pp |
| Annual return | 13.36% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,193 | $2,321-5.5% | $5,167-57.6% | $2,427-9.7% |
| Participant deferral / active EE | $3,277 | $2,789+17.5% | $5,568-41.1% | $4,046-19.0% |
| Admin fee / account holder | $82 | $710-88.4% | $16,237-99.5% | $626-86.9% |