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 | $18,707 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $39,062 | $42,546-8.2% | $71,796-45.6% | $55,167-29.2% |
| Participation rate | 67.0% | 59.1%+7.9pp | 69.1%-2.1pp | 69.0%-2.0pp |
| Annual return | 5.85% | 12.36%-6.5pp | 78.04%-72.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,427 | $2,064+66.0% | $2,794+22.6% | $3,054+12.2% |
| Admin fee / account holder | $10 | $650-98.4% | $4,815-99.8% | $504-98.0% |