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 |
|---|---|---|
Filed as: AMEGY INVESTMENTS INC Service code 27 · EIN 13-5674085 | Advisory (Plan) | $46,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,025 |
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 | $157,816 | $56,629+178.7% | $77,999+102.3% | $55,167+186.1% |
| Participation rate | 98.8% | 73.3%+25.5pp | 75.5%+23.3pp | 69.0%+29.8pp |
| Annual return | 9.71% | 2866.98%-2857.3pp | 425.96%-416.2pp | 169.23%-159.5pp |
| Employer contribution / active EE | $7,796 | $1,723+352.5% | $2,470+215.6% | $1,963+297.2% |
| Participant deferral / active EE | $11,010 | $2,777+296.5% | $3,497+214.9% | $3,054+260.5% |
| Admin fee / account holder | $237 | $467-49.2% | $5,480-95.7% | $504-53.0% |