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 |
|---|---|---|
ADMIN3161+ years Service code 14 · EIN 81-0759783 5262 S. STAPLES ST STE 300 · CORPUS CHRISTI, TX 78411 | Plan Administrator | $15,708 |
STONEWATER WEALTH MANAGEMENT1+ years Service code 26 · EIN 46-0638297 800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401 | Advisory (Participants) | $12,453 |
TRUST COMPANY OF AMERICA1+ years Service code 15 · EIN 84-6179726 7103 SOUTH REVERE PARKWAY · CENTENNIAL, CO 80112 | Recordkeeping | $11,511 |
PARK FOWLER & CO., PLLC1+ years Service code 15 · EIN 74-2900323 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411 | Recordkeeping | $1,750 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,213 | $30,599-79.7% | $74,583-91.7% | $57,658-89.2% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | 7.15% | 14.24%-7.1pp | 20.47%-13.3pp | 5.13%+2.0pp |
| Employer contribution / active EE | $798 | $1,000-20.1% | $2,525-68.4% | $1,974-59.5% |
| Participant deferral / active EE | $106 | $1,805-94.1% | $3,458-96.9% | $3,061-96.5% |
| Admin fee / account holder | $139 | $98+42.2% | $4,138-96.6% | $95+47.4% |