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 26 121 COUNTRYSIDE COURT · SOUTHLAKE, TX 76092 | Advisory (Participants) | $24,180 |
Service code 21 · EIN 61-1256314 | Bank Trustee | $21,532 |
RETIREMENTPLANS.COM, LLC1 year Service code 13 · EIN 80-0968774 | Contract Administrator | $1,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,163 | $73,102+13.8% | $123,544-32.7% | $56,287+47.7% |
| Participation rate | 91.1% | 74.3%+16.8pp | 82.3%+8.8pp | 69.9%+21.2pp |
| Annual return | -4.08% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,354 | $2,977-20.9% | $4,628-49.1% | $2,111+11.5% |
| Participant deferral / active EE | $7,354 | $5,423+35.6% | $6,426+14.5% | $3,350+119.6% |
| Admin fee / account holder | $384 | $554-30.7% | $9,284-95.9% | $521-26.3% |