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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $107,104 |
MIAI INC3 years Service code 27 12222 MERIT DR · DALLAS, TX 752513216 | Advisory (Plan) | $60,005 |
LANE GORMAN TRUBITT, PLLC3 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $8,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,490 | $106,236-74.1% | $112,228-75.5% | $64,808-57.6% |
| Participation rate | 92.7% | 71.7%+21.1pp | 75.1%+17.7pp | 71.5%+21.3pp |
| Annual return | -16.21% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.0pp |
| Employer contribution / active EE | $991 | $3,166-68.7% | $3,635-72.7% | $2,506-60.4% |
| Participant deferral / active EE | $4,694 | $3,785+24.0% | $4,728-0.7% | $4,310+8.9% |
| Admin fee / account holder | $176 | $452-61.0% | $6,410-97.3% | $188-6.2% |