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 |
|---|---|---|
J BEAVER INVESTMENT ADVISORS5 years Filed as: J BEAVER INVESTMENT ADVISORS, INC. Service code 27 200 BARTLETT DRIVE · EL PASO, TX 79912 | Advisory (Plan) | $39,024 |
RETIREBETTER, INC.1 year Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $12,498 |
LT TRUST COMPANY5 years Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $4,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,508 | $54,193-38.2% | $93,606-64.2% | $77,643-56.8% |
| Participation rate | 58.0% | 63.9%-5.9pp | 68.7%-10.7pp | 70.6%-12.5pp |
| Annual return | 10.39% | 30.54%-20.2pp | 133.20%-122.8pp | 31.24%-20.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,033 | $3,144-35.3% | $4,411-53.9% | $4,647-56.3% |
| Admin fee / account holder | $223 | $576-61.2% | $8,285-97.3% | $430-48.1% |