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 MANAGEMENT4+ years Service code 28 PO BOX 948 · BELLVILLE, TX 77418 | Investment Management | $16,517 |
ALLIANCE BENEFIT GROUP1 year Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $6,631 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,502 | $44,873-58.8% | $79,464-76.7% | $56,287-67.1% |
| Participation rate | 86.2% | 68.7%+17.4pp | 73.3%+12.8pp | 69.9%+16.3pp |
| Annual return | -4.93% | 0.81%-5.7pp | 718.14%-723.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $145 | $2,140-93.2% | $2,800-94.8% | $2,111-93.1% |
| Participant deferral / active EE | $2,289 | $2,746-16.6% | $3,704-38.2% | $3,350-31.7% |
| Admin fee / account holder | $158 | $418-62.2% | $5,113-96.9% | $521-69.7% |