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 | $21,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,560 |
NATIONAL FINA1 year Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
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 | $48,460 | $75,183-35.5% | $123,892-60.9% | $55,167-12.2% |
| Participation rate | 77.8% | 72.8%+5.0pp | 81.4%-3.6pp | 69.0%+8.8pp |
| Annual return | 21.65% | 19.01%+2.6pp | 47.52%-25.9pp | 169.23%-147.6pp |
| Employer contribution / active EE | $1,303 | $2,823-53.8% | $4,617-71.8% | $1,963-33.6% |
| Participant deferral / active EE | $7,840 | $5,084+54.2% | $5,984+31.0% | $3,054+156.7% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |