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) | $66,050 |
BOURGEOIS BENNETT LLC2 years Service code 10 · EIN 72-0136870 | Accounting | $16,350 |
Filed as: HOUSTON BENEFIT CONSULTING, LLC Service code 16 · EIN 81-5060495 | Consulting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,377 |
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 | $560,866 | $95,274+488.7% | $135,903+312.7% | $74,419+653.7% |
| Participation rate | 86.6% | 78.2%+8.5pp | 81.9%+4.7pp | 70.7%+15.9pp |
| Annual return | 20.84% | 32.77%-11.9pp | 68.23%-47.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $12,809 | $3,874+230.6% | $4,856+163.8% | $2,637+385.7% |
| Participant deferral / active EE | $11,149 | $7,782+43.3% | $7,758+43.7% | $4,528+146.2% |
| Admin fee / account holder | $196 | $266-26.4% | $10,762-98.2% | $348-43.7% |