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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,301 |
CENTERPOINT ENERGY3 years Filed as: CENTERPOINT ADVISORY Service code 28 7450 W. 130TH ST. SUITE 410 · OVERLAND PARK, KS 66213 | Investment Management | $24,944 |
HICKS PENSION SERVICES4 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,487 | $100,923-28.2% | $150,045-51.7% | $74,304-2.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.63% | 51.77%-37.1pp | 62.55%-47.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $7,039 | $3,463+103.2% | $4,693+50.0% | $2,241+214.1% |
| Participant deferral / active EE | $5,681 | $6,709-15.3% | $7,997-29.0% | $3,767+50.8% |
| Admin fee / account holder | $307 | $2,767-88.9% | $13,435-97.7% | $2,969-89.7% |