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 HENDERSON2 years Filed as: D.H. HILL SECURITIES LLLP Service code 15 1543 GREEN OAK PLACE SUITE 100 · KINGWOOD, TX 77339 | Recordkeeping | $12,093 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,626 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,015 | $84,487-77.5% | $125,339-84.8% | $66,914-71.6% |
| Participation rate | 72.2% | 76.4%-4.2pp | 82.4%-10.1pp | 69.8%+2.4pp |
| Annual return | -20.03% | -8.39%-11.6pp | 572.05%-592.1pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,369 | $3,553-61.5% | $4,814-71.6% | $2,544-46.2% |
| Participant deferral / active EE | $3,598 | $6,781-46.9% | $7,446-51.7% | $4,237-15.1% |
| Admin fee / account holder | $144 | $685-79.0% | $10,010-98.6% | $593-75.7% |