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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $38,336 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $16,175 |
WEAVER AND TIDWELL, LLP2 years Service code 49 · EIN 75-0786316 | Other Services | $10,815 |
Annual investment return 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 | $13,923 | $47,898-70.9% | $117,472-88.1% | $64,808-78.5% |
| Participation rate | 82.0% | 61.9%+20.1pp | 70.6%+11.4pp | 71.5%+10.6pp |
| Annual return | -19.15% | -15.54%-3.6pp | 29.74%-48.9pp | 32.82%-52.0pp |
| Employer contribution / active EE | $1,779 | $1,774+0.3% | $4,176-57.4% | $2,506-29.0% |
| Participant deferral / active EE | $1,850 | $3,151-41.3% | $4,070-54.6% | $4,310-57.1% |
| Admin fee / account holder | $153 | $132+16.3% | $5,645-97.3% | $188-18.3% |