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 |
|---|---|---|
GREATBANC TRUST COMPANY2+ years Filed as: GREATBANC Service code 26 · EIN 36-3681493 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Advisory (Participants) | $27,237 |
WEINSTEIN ZUGMAN, LLC2+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 3 GREENWAY PLAZA, SUITE 1700 · HOUSTON, TX 77046 | Accounting | $27,000 |
ASCENDANT ADVISORS2+ years Service code 20 · EIN 27-0666968 AWM SERVICES, INC. · HOUSTON, TX 77056 | Trustee (individual) | $25,536 |
THE BVA GROUP2+ years Service code 29 · EIN 75-2326337 5601 GRANITE PKWY, STE 740 · PLANO, TX 75024 | Legal | $20,913 |
UNITED RETIREMENT PENSION CORP2+ years Service code 24 · EIN 25-1759623 545 METRP PLACE SOUTH · DUBLIN, OH 43017 | Discretionary Trustee | $17,490 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT, WILL & EMERY Service code 20 · EIN 24-2587653 4265 SAN FELIPE, SUITE 800 · HOUSTON, TX 77027 | Trustee (individual) | $0 |
Participant 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 | $45,853 | $75,183-39.0% | $123,892-63.0% | $55,167-16.9% |
| Participation rate | 88.3% | 72.8%+15.5pp | 81.4%+6.9pp | 69.0%+19.4pp |
| Annual return | 2.83% | 19.01%-16.2pp | 47.52%-44.7pp | 169.23%-166.4pp |
| Employer contribution / active EE | $7,282 | $2,823+157.9% | $4,617+57.7% | $1,963+271.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $282 | $663-57.4% | $8,357-96.6% | $504-44.0% |