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: H D VEST Service code 27 6333 N. STATE HWY 161 · IRVING, TX 75038 | Advisory (Plan) | $11,893 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,513 | $66,302-54.0% | $110,238-72.3% | $56,287-45.8% |
| Participation rate | 64.1% | 74.9%-10.8pp | 79.8%-15.7pp | 69.9%-5.7pp |
| Annual return | -3.64% | -1.18%-2.5pp | 314.74%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $808 | $2,047-60.5% | $3,826-78.9% | $2,111-61.7% |
| Participant deferral / active EE | $1,372 | $3,381-59.4% | $4,672-70.6% | $3,350-59.0% |
| Admin fee / account holder | $128 | $698-81.7% | $8,547-98.5% | $521-75.5% |