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 8-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 |
|---|---|---|
EMERSON RICKSTREW1 year Service code 20 5927 CRESCENT LANE · COLLEYVILLE, TX 76034 | Direct payment from the plan; Trustee... | $8,470 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,226 | $73,102-45.0% | $123,544-67.4% | $56,287-28.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 9.92% | 3.01%+6.9pp | 119.20%-109.3pp | -9.96%+19.9pp |
| Employer contribution / active EE | $1,156 | $2,977-61.2% | $4,628-75.0% | $2,111-45.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $46 | $554-91.7% | $9,284-99.5% | $521-91.2% |