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 |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC3+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 429 SANTA MONICA BLVD, SUITE 650 · SANTA MPNICA, CA 90401 | Advisory (Plan) | $0 |
BUSINESS SOLUTIONS INC3+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISIANA · HOUSTON, TX 77092 | Valuation (appraisals, etc.) | $0 |
EEPB1 year Filed as: EEPB, INC Service code 10 2950 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $0 |
MAXWELL & BAIN CPA'S3+ years Service code 10 · EIN 76-0290301 P O BOX 12919 · HOUSTON, TX 77217 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,728 | $221,442-81.6% | $92,233-55.8% | $77,958-47.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.45% | 15.65%-7.2pp | 176.28%-167.8pp | 20.87%-12.4pp |
| Employer contribution / active EE | $145 | $3,226-95.5% | $3,679-96.1% | $2,310-93.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $2 | $210-98.9% | $5,194-100.0% | $97-97.6% |