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 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $8,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,030 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,512 | $76,552-60.1% | $123,892-75.4% | $62,891-51.5% |
| Participation rate | 85.5% | 73.0%+12.5pp | 81.4%+4.1pp | 69.3%+16.2pp |
| Annual return | 8.90% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,258 | $4,840+50.0% | $5,984+21.3% | $3,203+126.6% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |