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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $199,692 |
MIAI INC4 years Service code 27 12222 MERIT DR · DALLAS, TX 752513216 | Advisory (Plan) | $119,628 |
LANE GORMAN TRUBITT, PLLC4 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $40,000 |
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 | $29,699 | $92,971-68.1% | $96,683-69.3% | $74,419-60.1% |
| Participation rate | 91.7% | 71.5%+20.1pp | 74.3%+17.3pp | 70.7%+20.9pp |
| Annual return | 19.10% | 37.49%-18.4pp | 35.69%-16.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $932 | $3,426-72.8% | $3,737-75.1% | $2,637-64.7% |
| Participant deferral / active EE | $4,649 | $3,970+17.1% | $4,878-4.7% | $4,528+2.7% |
| Admin fee / account holder | $160 | $633-74.7% | $6,730-97.6% | $348-54.0% |