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 13 · EIN 35-1140070 | Contract Administrator | $9,418 |
Service code 27 211 W EDGEWOOD STE 300 · FRIENDSWOOD, TX 77546 | Advisory (Plan) | $2,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,147 | $37,393-88.9% | $77,024-94.6% | $66,914-93.8% |
| Participation rate | 53.8% | 52.9%+0.9pp | 67.9%-14.1pp | 69.8%-16.0pp |
| Annual return | 31.38% | -3.29%+34.7pp | 42.32%-10.9pp | 1.58%+29.8pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,014 | $2,617-61.3% | $4,426-77.1% | $4,237-76.1% |
| Admin fee / account holder | $58 | $567-89.8% | $5,425-98.9% | $593-90.3% |