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 |
|---|---|---|
DISCIPLINED INVESTORS LLC2 years Service code 26 · EIN 74-2889405 100 N. 6TH STREET · WACO, TX 76701 | Advisory (Participants) | $56,881 |
WITHUMSMITH+BROWN, PC2 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 76702 | Recordkeeping | $35,262 |
Participant contribution per participant 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 | $50,643 | $89,436-43.4% | $164,813-69.3% | $77,643-34.8% |
| Participation rate | 97.3% | 78.6%+18.6pp | 78.6%+18.7pp | 70.6%+26.7pp |
| Annual return | 14.30% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,722 | $2,569-33.0% | $4,341-60.3% | $2,726-36.8% |
| Participant deferral / active EE | $1,760 | $4,897-64.0% | $6,031-70.8% | $4,647-62.1% |
| Admin fee / account holder | $121 | $339-64.4% | $12,690-99.0% | $430-71.9% |