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 |
|---|---|---|
GREENWOOD GEARHART, INC.5+ years Service code 27 · EIN 71-0656198 | Advisory (Plan) | $48,702 |
FROST, PLLC1 year Service code 10 · EIN 71-0817652 | Accounting | $15,474 |
GREENWOOD GEARHART, INC.5+ years Filed as: GREENWOOD GROUP LTD Service code 13 · EIN 71-0726026 | Contract Administrator | $7,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,621 | $58,512+41.2% | $84,015-1.7% | $72,985+13.2% |
| Participation rate | 85.1% | 61.2%+23.9pp | 69.0%+16.1pp | 69.5%+15.6pp |
| Annual return | 16.13% | 28.93%-12.8pp | 71.31%-55.2pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,322 | $1,163+99.7% | $1,983+17.1% | $2,440-4.8% |
| Participant deferral / active EE | $3,977 | $2,394+66.1% | $3,239+22.8% | $3,607+10.2% |
| Admin fee / account holder | $887 | $4,569-80.6% | $6,101-85.5% | $5,124-82.7% |