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 |
|---|---|---|
PROBITY ADVISORS INC1+ years Service code 27 · EIN 35-2175673 TEN THOUSAND N. CENTRAL EXPRESSWAY · DALLAS, TX 75231 | Advisory (Plan) | $24,689 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $51,709 | $56,629-8.7% | $77,999-33.7% | $55,167-6.3% |
| Participation rate | 30.4% | 73.3%-42.9pp | 75.5%-45.1pp | 69.0%-38.6pp |
| Annual return | 0.55% | 2866.98%-2866.4pp | 425.96%-425.4pp | 169.23%-168.7pp |
| Employer contribution / active EE | $563 | $1,723-67.3% | $2,470-77.2% | $1,963-71.3% |
| Participant deferral / active EE | $972 | $2,777-65.0% | $3,497-72.2% | $3,054-68.2% |
| Admin fee / account holder | $770 | $467+65.1% | $5,480-85.9% | $504+52.9% |