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 |
|---|---|---|
WEINSTEIN ZUGMAN, LLC4+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 3 GREENWAY PLAZA, SUITE 1700 · HOUSTON, TX 77046 | Accounting | $37,000 |
ASCENDANT ADVISORS4+ years Service code 20 · EIN 27-0666968 AWM SERVICES, INC. · HOUSTON, TX 77056 | Trustee (individual) | $32,438 |
THE BVA GROUP4+ years Service code 29 · EIN 75-2326337 5601 GRANITE PKWY, STE 740 · PLANO, TX 75024 | Legal | $21,800 |
UNITED RETIREMENT PENSION CORP4+ years Service code 24 · EIN 25-1759623 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Discretionary Trustee | $17,635 |
BAIRD FUNDS1 year Filed as: ROBERT ROTEN Service code 26 4 TOSCANY CT. · MANSFIELD, TX 76063 | Advisory (Participants) | $13,042 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 35 WEST WACKER DRIVE · CHICAGO, IL 60601 | Legal | $7,791 |
GREATBANC TRUST COMPANY4+ years Filed as: GREATBANC Service code 26 · EIN 36-3681493 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Advisory (Participants) | $6,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,604 | $73,102-43.1% | $123,544-66.3% | $56,287-26.1% |
| Participation rate | 87.2% | 74.3%+12.9pp | 82.3%+4.9pp | 69.9%+17.4pp |
| Annual return | -13.00% | 3.01%-16.0pp | 119.20%-132.2pp | -9.96%-3.0pp |
| Employer contribution / active EE | $6,849 | $2,977+130.1% | $4,628+48.0% | $2,111+224.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $339 | $554-38.8% | $9,284-96.3% | $521-34.9% |