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 |
|---|---|---|
WORM CAPITAL LLC6 years Service code 28 809 S. LAMAR BLVD. #326 · AUSTIN, TX 78704 | Investment Management | $113,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,490,432 | $111,754+3023.3% | $103,333+3277.8% | $145,922+2292.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 72.06% | 24.77%+47.3pp | 24.88%+47.2pp | 561.29%-489.2pp |
| Employer contribution / active EE | $41,185 | $4,212+877.7% | $3,868+964.8% | $4,660+783.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $18,928 | $9,750+94.1% | $8,355+126.6% | $13,397+41.3% |