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.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $21,763 |
FISHER INVESTMENTS1+ years Filed as: FISHER RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY STE 1100 · PLANO, TX 75093 | Advisory (Plan) | $17,551 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,731 | $87,870-37.7% | $113,168-51.6% | $74,304-26.3% |
| Participation rate | 70.0% | 70.7%-0.8pp | 76.6%-6.6pp | 60.3%+9.6pp |
| Annual return | 12.19% | 26.44%-14.2pp | 24.27%-12.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,067 | $2,277-53.1% | $2,975-64.1% | $2,241-52.4% |
| Participant deferral / active EE | $2,741 | $4,241-35.4% | $5,107-46.3% | $3,767-27.2% |
| Admin fee / account holder | $262 | $3,368-92.2% | $12,068-97.8% | $2,969-91.2% |