See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL LIFE ADVISORS4 years Filed as: FINANCIAL LIFE ADVISORS LLC Service code 15 14607 SAN PEDRO AVE # 190 · SAN ANTONIO, TX 78232 | Recordkeeping | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,282 | $84,487-26.3% | $125,339-50.3% | $66,914-6.9% |
| Participation rate | 8.7% | 76.4%-67.7pp | 82.4%-73.7pp | 69.8%-61.1pp |
| Annual return | -17.01% | -8.39%-8.6pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $275 | $6,781-95.9% | $7,446-96.3% | $4,237-93.5% |
| Admin fee / account holder | $704 | $685+2.8% | $10,010-93.0% | $593+18.7% |