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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $105,955 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $15,750 |
Filed as: HOUSTON BENEFIT CONSULTING, LLC Service code 10 · EIN 81-5060495 | Accounting | $5,750 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,415 | $86,225+64.0% | $146,665-3.6% | $86,799+62.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 13.86% | 31.23%-17.4pp | 22.74%-8.9pp | 97.91%-84.0pp |
| Employer contribution / active EE | $5,427 | $2,392+126.9% | $4,136+31.2% | $2,405+125.6% |
| Participant deferral / active EE | $7,999 | $4,245+88.4% | $5,506+45.3% | $4,131+93.6% |
| Admin fee / account holder | $229 | $195+17.4% | $10,280-97.8% | $170+35.3% |