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 8-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 |
|---|---|---|
TEXAS BANK AND TRUST2 years Service code 15 · EIN 75-0962666 | Recordkeeping | $7,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,250 | $64,119-73.1% | $112,228-84.6% | $66,914-74.2% |
| Participation rate | 28.6% | 68.5%-39.8pp | 75.1%-46.4pp | 69.8%-41.2pp |
| Annual return | -14.32% | -13.81%-0.5pp | 27.45%-41.8pp | 1.58%-15.9pp |
| Employer contribution / active EE | $811 | $3,005-73.0% | $3,635-77.7% | $2,544-68.1% |
| Participant deferral / active EE | $1,195 | $3,693-67.6% | $4,728-74.7% | $4,237-71.8% |
| Admin fee / account holder | $105 | $625-83.2% | $6,410-98.4% | $593-82.3% |