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 |
|---|---|---|
THE BOON INSURANCE AGENCY, INC.2+ years Service code 17 6300 BRIDGEPOINT PARKWAY, BLDG 3 · AUSTIN, TX 78730 | Pension Consulting | $103,148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,440 | $43,423+18.5% | $78,689-34.6% | $55,167-6.8% |
| Participation rate | 65.6% | 68.0%-2.4pp | 73.6%-7.9pp | 69.0%-3.3pp |
| Annual return | 14.72% | 11.53%+3.2pp | 62.18%-47.5pp | 169.23%-154.5pp |
| Employer contribution / active EE | $2,334 | $1,997+16.9% | $2,851-18.1% | $1,963+18.9% |
| Participant deferral / active EE | $6,264 | $2,509+149.7% | $3,517+78.1% | $3,054+105.1% |
| Admin fee / account holder | $15 | $416-96.5% | $4,510-99.7% | $504-97.1% |