See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MC BYRD WEALTH MANAGEMENT8+ years Service code 28 PO BOX 948 · BELLVILLE, TX 77418 | Investment Management | $8,685 |
ALLIANCE BENEFIT GROUP5 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $5,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,800 | $51,197-20.3% | $82,719-50.7% | $66,914-39.0% |
| Participation rate | 75.0% | 67.8%+7.2pp | 72.6%+2.4pp | 69.8%+5.2pp |
| Annual return | -16.11% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,442 | $2,611-6.5% | $3,009-18.9% | $2,544-4.0% |
| Participant deferral / active EE | $3,469 | $3,458+0.3% | $4,395-21.1% | $4,237-18.1% |
| Admin fee / account holder | $194 | $416-53.3% | $5,329-96.4% | $593-67.3% |