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 |
|---|---|---|
MELTON & MELTON LLP11+ years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 6002 ROGERDALE, SUITE 200 · HOUSTON, TX 77072 | Accounting | $26,500 |
OUTLOOK FINANCIAL GROUP7 years Service code 27 2202 TIMBERLOCH PL, SUITE 135 · THE WOODLANDS, TX 77380 | Advisory (Plan) | $21,303 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,024 | $86,944+101.3% | $107,525+62.8% | $74,304+135.5% |
| Participation rate | 90.3% | 59.6%+30.7pp | 75.1%+15.2pp | 60.3%+29.9pp |
| Annual return | 0.20% | 23.52%-23.3pp | 181.32%-181.1pp | 29.43%-29.2pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $299 | $3,727-92.0% | $8,919-96.7% | $2,969-89.9% |