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 | $17,154 |
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 | $54,589 | $55,415-1.5% | $155,509-64.9% | $74,495-26.7% |
| Participation rate | 82.5% | 61.9%+20.6pp | 78.2%+4.3pp | 67.2%+15.3pp |
| Annual return | 11.50% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,826 | $2,267+24.7% | $4,672-39.5% | $2,623+7.7% |
| Participant deferral / active EE | $3,433 | $2,836+21.0% | $5,626-39.0% | $4,346-21.0% |
| Admin fee / account holder | $57 | $1,738-96.7% | $15,912-99.6% | $1,942-97.1% |