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 |
|---|---|---|
BUSINESS SOLUTIONS INC4+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISANA · 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'S4+ years Service code 10 · EIN 76-0290301 PO BOX 12919 · HOUSTON, TX 77217 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,176 | $60,396-15.3% | $83,848-39.0% | $75,289-32.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 22.47% | 3.84%+18.6pp | 850.88%-828.4pp | -0.04%+22.5pp |
| Employer contribution / active EE | $217 | $3,343-93.5% | $3,631-94.0% | $2,405-91.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $11 | $141-92.3% | $5,478-99.8% | $102-89.4% |