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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $100,500 |
MIAI INC5 years Service code 27 12222 MERIT DR · DALLAS, TX 752513216 | Advisory (Plan) | $69,930 |
LANE GORMAN TRUBITT, PLLC5 years Filed as: LANE GORMAN TRUBITT, LLC Service code 10 2626 HOWELL STREET · DALLAS, TX 75204 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,360 | $241,101-89.1% | $103,333-74.5% | $199,593-86.8% |
| Participation rate | 93.9% | 78.3%+15.7pp | 74.5%+19.4pp | 72.0%+22.0pp |
| Annual return | 15.69% | 17.80%-2.1pp | 24.88%-9.2pp | 34.25%-18.6pp |
| Employer contribution / active EE | $759 | $4,244-82.1% | $3,868-80.4% | $3,034-75.0% |
| Participant deferral / active EE | $3,525 | $3,958-10.9% | $5,057-30.3% | $5,087-30.7% |
| Admin fee / account holder | $124 | $288-57.0% | $8,355-98.5% | $269-54.0% |