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 Service code 28 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Investment Management | $59,947 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-2740599 | Investment Management | $12,941 |
Filed as: CHARLES SCHWAB Service code 28 P.O. BOX 982600 · EL PASO, TX 79998 | Investment Management | $5,603 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,054 | $52,953+83.3% | $172,739-43.8% | $65,185+48.9% |
| Participation rate | 98.9% | 66.2%+32.7pp | 82.6%+16.2pp | 70.2%+28.7pp |
| Annual return | 23.02% | 30.12%-7.1pp | 802.84%-779.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $6,291 | $2,190+187.3% | $5,143+22.3% | $2,177+189.0% |
| Participant deferral / active EE | $3,753 | $2,471+51.9% | $5,198-27.8% | $3,514+6.8% |
| Admin fee / account holder | $314 | $472-33.5% | $13,954-97.8% | $847-63.0% |