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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,804 |
Filed as: AMEGY INVESTMENTS INC Service code 27 4400 POST OAK PKWY · HOUSTON, TX 77027 | Advisory (Plan) | $16,995 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,554 | $63,299+185.2% | $91,001+98.4% | $62,292+189.8% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.6%+23.8pp | 69.5%+29.9pp |
| Annual return | 16.50% | 20.99%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $7,453 | $1,807+312.5% | $2,456+203.5% | $2,042+264.9% |
| Participant deferral / active EE | $11,685 | $2,943+297.1% | $3,547+229.4% | $3,169+268.7% |
| Admin fee / account holder | $320 | $468-31.5% | $5,417-94.1% | $479-33.1% |