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 Filed as: EMERSON RICKSTREW, CPA Service code 20 5927 CRESCENT LANE · COLLEYVILLE, TX 76034 | Trustee (individual); Direct payment ... | $11,904 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $42,833 | $89,652-52.2% | $141,162-69.7% | $65,185-34.3% |
| Participation rate | 99.4% | 74.7%+24.6pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 16.08% | 32.79%-16.7pp | 71.39%-55.3pp | 29.38%-13.3pp |
| Employer contribution / active EE | $3,455 | $3,065+12.7% | $4,735-27.0% | $2,177+58.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $64 | $569-88.7% | $10,261-99.4% | $847-92.4% |