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 |
|---|---|---|
Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $56,707 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,338 |
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 | $21,517 | $31,370-31.4% | $74,583-71.2% | $63,975-66.4% |
| Participation rate | 93.7% | 42.6%+51.1pp | 68.1%+25.6pp | 71.1%+22.5pp |
| Annual return | 11.77% | -105.16%+116.9pp | 20.47%-8.7pp | 48.65%-36.9pp |
| Employer contribution / active EE | $960 | $822+16.8% | $2,525-62.0% | $2,182-56.0% |
| Participant deferral / active EE | $4,795 | $1,560+207.4% | $3,458+38.7% | $3,356+42.9% |
| Admin fee / account holder | $13 | $77-82.6% | $4,138-99.7% | $70-81.1% |