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 9-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 |
|---|---|---|
TEXAS REGIONAL BANK2 years Service code 26 · EIN 74-2440392 | Advisory (Participants) | $36,757 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $22,830 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,799 |
MATRIX TRUST COMPANY5 years Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,768 | $71,050-34.2% | $93,606-50.0% | $80,856-42.2% |
| Participation rate | 76.2% | 60.4%+15.8pp | 68.7%+7.5pp | 67.6%+8.6pp |
| Annual return | 8.22% | 11.26%-3.0pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $553 | $1,564-64.7% | $2,420-77.2% | $2,755-79.9% |
| Participant deferral / active EE | $3,751 | $4,034-7.0% | $4,411-15.0% | $4,296-12.7% |
| Admin fee / account holder | $503 | $6,945-92.8% | $8,285-93.9% | $6,918-92.7% |