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 | $44,448 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $17,466 |
WEAVER AND TIDWELL, LLP3 years Service code 49 · EIN 75-0786316 | Other Services | $13,905 |
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 | $14,362 | $53,345-73.1% | $121,098-88.1% | $74,419-80.7% |
| Participation rate | 84.1% | 60.0%+24.1pp | 69.5%+14.6pp | 70.7%+13.4pp |
| Annual return | 61.31% | 35.15%+26.2pp | 985.75%-924.4pp | 34.38%+26.9pp |
| Employer contribution / active EE | $1,098 | $1,898-42.2% | $4,164-73.6% | $2,637-58.4% |
| Participant deferral / active EE | $1,217 | $3,221-62.2% | $4,080-70.2% | $4,528-73.1% |
| Admin fee / account holder | $103 | $382-72.9% | $5,644-98.2% | $348-70.3% |