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 RICKSTREW2 years Filed as: EMERSON RICKSTREW, CPA Service code 24 5927 CRESCENT LANE · COLLEYVILLE, TX 76034 | Discretionary Trustee | $14,421 |
Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $9,853 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,842 | $99,957-53.1% | $149,696-68.7% | $73,488-36.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 23.89% | 53.87%-30.0pp | 276.60%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $3,271 | $3,191+2.5% | $4,644-29.6% | $2,270+44.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $45 | $551-91.8% | $9,309-99.5% | $513-91.2% |