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 |
|---|---|---|
PARKWAY ADVISORS, LP10+ years Service code 27 6550 DIRECTORS PARKWAY · ABILENE, TX 79606 | Advisory (Plan) | $88,589 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,340 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,154 | $129,095-41.0% | $184,200-58.7% | $77,671-2.0% |
| Participation rate | 91.5% | 87.3%+4.2pp | 86.8%+4.7pp | 70.6%+20.9pp |
| Annual return | 13.99% | 33.29%-19.3pp | 28.80%-14.8pp | 31.21%-17.2pp |
| Employer contribution / active EE | $1,969 | $4,410-55.3% | $6,424-69.3% | $2,726-27.8% |
| Participant deferral / active EE | $5,284 | $7,300-27.6% | $9,132-42.1% | $4,648+13.7% |
| Admin fee / account holder | $288 | $256+12.8% | $13,907-97.9% | $430-33.0% |