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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $91,121 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $55,000 |
LUTZ & COMPANY, PC4 years Service code 10 · EIN 47-0625816 | Accounting | $18,750 |
Filed as: HOUSTON BENEFIT CONSULTING, LLC Service code 49 · EIN 81-5060495 | Other Services | $5,750 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF 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 | $118,505 | $91,372+29.7% | $129,995-8.8% | $74,419+59.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 16.47% | 23.21%-6.7pp | -137.18%+153.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $5,155 | $2,563+101.1% | $4,320+19.3% | $2,637+95.5% |
| Participant deferral / active EE | $8,336 | $4,721+76.6% | $5,820+43.2% | $4,528+84.1% |
| Admin fee / account holder | $172 | $283-39.2% | $10,614-98.4% | $348-50.5% |