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 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $41,033 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,893 | $58,208+200.5% | $81,812+113.8% | $80,856+116.3% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 14.94% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,288 | $2,340+211.5% | $2,912+150.3% | $2,755+164.6% |
| Participant deferral / active EE | $7,950 | $3,281+142.3% | $4,319+84.1% | $4,296+85.1% |
| Admin fee / account holder | $430 | $4,981-91.4% | $7,386-94.2% | $6,918-93.8% |