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 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $16,476 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $15,858 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,330 | $46,173-56.0% | $170,442-88.1% | $69,631-70.8% |
| Participation rate | 34.0% | 63.9%-29.9pp | 83.6%-49.6pp | 70.7%-36.6pp |
| Annual return | 26.55% | 21.62%+4.9pp | 205.93%-179.4pp | 27571.02%-27544.5pp |
| Employer contribution / active EE | $424 | $1,610-73.7% | $5,433-92.2% | $2,032-79.1% |
| Participant deferral / active EE | $1,188 | $2,080-42.9% | $4,939-75.9% | $3,224-63.1% |
| Admin fee / account holder | $85 | $116-26.4% | $13,880-99.4% | $110-22.7% |