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: HL& B HAM, LANGSTON, & BREZINA, LLP Service code 10 11550 FUQUA ST., STE 475 · HOUSTON, TX 77034 | Accounting | $27,998 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22,686 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 99 · EIN 41-0944586 | Other Fees | $20,236 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,022 | $102,553-62.9% | $151,611-74.9% | $66,914-43.2% |
| Participation rate | 96.9% | 85.5%+11.4pp | 87.5%+9.4pp | 69.8%+27.1pp |
| Annual return | -17.62% | -10.82%-6.8pp | 3.33%-20.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,630 | $4,180-37.1% | $6,166-57.3% | $2,544+3.4% |
| Participant deferral / active EE | $4,852 | $6,641-26.9% | $8,363-42.0% | $4,237+14.5% |
| Admin fee / account holder | $130 | $630-79.3% | $11,616-98.9% | $593-78.0% |