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 |
|---|---|---|
PMB HELIN DONOVAN, LLP3+ years Filed as: PMB HELIN DONOVAN LLP Service code 10 · EIN 74-3001153 | Accounting | $15,702 |
HIGGINBOTHAM EXECUTIVE BENEFITS3+ years Service code 99 12720 HILLCREST STE 450 · DALLAS, TX 75230 | Other Fees | $7,900 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,710 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,189 | $60,545-30.3% | $92,233-54.3% | $69,631-39.4% |
| Participation rate | 29.8% | 72.2%-42.4pp | 76.5%-46.7pp | 70.7%-40.9pp |
| Annual return | 15.30% | 19.71%-4.4pp | 176.28%-161.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $514 | $2,633-80.5% | $3,679-86.0% | $2,032-74.7% |
| Participant deferral / active EE | $855 | $2,828-69.8% | $3,897-78.1% | $3,224-73.5% |
| Admin fee / account holder | $216 | $145+49.4% | $5,194-95.8% | $110+95.9% |