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 37 · EIN 04-2647786 | Loan Processing | $2,613 |
Service code 61 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,319 | $107,378-70.8% | $108,579-71.2% | $57,658-45.7% |
| Participation rate | 43.3% | 77.1%-33.8pp | 79.6%-36.3pp | 70.2%-27.0pp |
| Annual return | 36.25% | 12.80%+23.4pp | -51.70%+87.9pp | 5.13%+31.1pp |
| Employer contribution / active EE | $729 | $1,782-59.1% | $3,758-80.6% | $1,974-63.1% |
| Participant deferral / active EE | $1,525 | $3,221-52.6% | $4,311-64.6% | $3,061-50.2% |
| Admin fee / account holder | $16 | $108-84.9% | $7,645-99.8% | $95-82.6% |