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 · EIN 35-2552359 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Other Commissions | $15,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,238 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,648 | $39,859-18.1% | $78,689-58.5% | $57,658-43.4% |
| Participation rate | 26.3% | 66.1%-39.8pp | 73.6%-47.3pp | 70.2%-43.9pp |
| Annual return | 5.94% | 18.96%-13.0pp | 62.18%-56.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,232 | $2,248-45.2% | $3,517-65.0% | $3,061-59.8% |
| Admin fee / account holder | $128 | $76+68.4% | $4,510-97.2% | $95+35.7% |