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 |
|---|---|---|
Filed as: ABG Service code 15 13800 WESTFAIR EAST DRIVE · HOUSTON, TX 77041 | Recordkeeping | $48,091 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $36,000 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,097 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,694 | $155,795+48.1% | $136,294+69.3% | $69,631+231.3% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 20.11% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,849 | $5,394+82.6% | $6,247+57.6% | $3,224+205.5% |
| Admin fee / account holder | $246 | $128+92.0% | $9,243-97.3% | $110+123.0% |