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 HENDERSON3 years Filed as: D.H. HILL SECURITIES LLLP Service code 26 1543 GRREN OAK PLACE SUITE 100 · KINGWOOD, TX 77339 | Advisory (Participants) | $13,437 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 | Recordkeeping | $9,427 |
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 | $23,922 | $91,407-73.8% | $135,903-82.4% | $71,457-66.5% |
| Participation rate | 70.9% | 75.7%-4.8pp | 81.9%-11.0pp | 67.9%+3.0pp |
| Annual return | 18.39% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,419 | $3,703-61.7% | $4,856-70.8% | $2,588-45.2% |
| Participant deferral / active EE | $3,582 | $7,092-49.5% | $7,758-53.8% | $4,289-16.5% |
| Admin fee / account holder | $145 | $1,266-88.5% | $10,762-98.6% | $1,587-90.8% |