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 |
|---|---|---|
CHRIS MCDANIEL1 year Filed as: CHRIS CHAPMAN Service code 27 · EIN 75-1832551 5429 LBJ FREEWAY SUITE 750 · DALLAS, TX 75240 | Advisory (Plan) | $41,499 |
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $12,019 |
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 | $47,808 | $54,193-11.8% | $93,606-48.9% | $77,643-38.4% |
| Participation rate | 93.6% | 63.9%+29.7pp | 68.7%+24.9pp | 70.6%+23.0pp |
| Annual return | 11.43% | 30.54%-19.1pp | 133.20%-121.8pp | 31.24%-19.8pp |
| Employer contribution / active EE | $2,020 | $1,168+72.9% | $2,420-16.5% | $2,726-25.9% |
| Participant deferral / active EE | $4,589 | $3,144+46.0% | $4,411+4.0% | $4,647-1.3% |
| Admin fee / account holder | $162 | $576-71.9% | $8,285-98.0% | $430-62.4% |