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 | $17,461 |
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 | $49,341 | $61,272-19.5% | $149,673-67.0% | $71,457-30.9% |
| Participation rate | 86.4% | 62.5%+23.9pp | 78.8%+7.6pp | 67.9%+18.4pp |
| Annual return | 16.29% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,880 | $2,378+21.1% | $4,818-40.2% | $2,588+11.3% |
| Participant deferral / active EE | $3,522 | $2,917+20.7% | $5,680-38.0% | $4,289-17.9% |
| Admin fee / account holder | $60 | $1,261-95.3% | $13,210-99.5% | $1,587-96.2% |