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 5-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 |
|---|---|---|
HILL WARD HENDERSON1 year Filed as: D.H. HILL SECURITIES LLLP Service code 26 1543 GREEN OAK PLACE SUITE 100 · KINGWOOD, TX 77339 | Advisory (Participants) | $10,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,689 | $104,475-76.4% | $159,436-84.5% | $79,386-68.9% |
| Participation rate | 58.8% | 76.6%-17.8pp | 82.8%-24.0pp | 70.7%-11.9pp |
| Annual return | 19.93% | 67.95%-48.0pp | 263.57%-243.6pp | 116.85%-96.9pp |
| Employer contribution / active EE | $1,356 | $3,417-60.3% | $4,829-71.9% | $2,427-44.1% |
| Participant deferral / active EE | $3,465 | $6,467-46.4% | $7,352-52.9% | $4,046-14.4% |
| Admin fee / account holder | $131 | $711-81.6% | $10,799-98.8% | $626-79.1% |