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 |
|---|---|---|
Filed as: PRICE KUBECKA Service code 64 16775 ADDISON ROAD, SUIT 500 · ADDISON, TX 75001 | Recordkeeping Fees | $11,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,874 | $101,763-79.5% | $164,866-87.3% | $80,874-74.2% |
| Participation rate | 97.0% | 71.8%+25.2pp | 78.6%+18.4pp | 67.6%+29.4pp |
| Annual return | 12.84% | 16.73%-3.9pp | 69.97%-57.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,412 | $2,954-52.2% | $4,343-67.5% | $2,756-48.8% |
| Participant deferral / active EE | $2,840 | $4,477-36.6% | $6,033-52.9% | $4,297-33.9% |
| Admin fee / account holder | $136 | $8,228-98.4% | $12,689-98.9% | $6,935-98.0% |