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 |
|---|---|---|
MC BYRD WEALTH MANAGEMENT1+ years Service code 28 PO BOX 948 · BELLVILLE, TX 77418 | Investment Management | $14,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,244 | $41,854-20.6% | $73,843-55.0% | $52,331-36.5% |
| Participation rate | 40.0% | 66.2%-26.2pp | 73.4%-33.4pp | 68.1%-28.1pp |
| Annual return | -0.62% | 2.11%-2.7pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,523 | $2,498-39.0% | $3,583-57.5% | $3,022-49.6% |
| Admin fee / account holder | $301 | $493-38.9% | $4,880-93.8% | $592-49.2% |