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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $66,212 |
BOURGEOIS BENNETT LLC3 years Service code 10 · EIN 72-0136870 | Accounting | $16,250 |
Filed as: HOUSTON BENEFIT CONSULTING, LLC Service code 16 · EIN 81-5060495 | Consulting | $12,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$66,598 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $629,059 | $106,028+493.3% | $146,958+328.1% | $77,643+710.2% |
| Participation rate | 83.9% | 78.4%+5.5pp | 82.2%+1.7pp | 70.6%+13.3pp |
| Annual return | 16.74% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $13,282 | $4,063+226.9% | $4,933+169.3% | $2,726+387.3% |
| Participant deferral / active EE | $10,885 | $7,990+36.2% | $8,070+34.9% | $4,647+134.2% |
| Admin fee / account holder | $196 | $337-42.0% | $12,998-98.5% | $430-54.5% |