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 |
|---|---|---|
FNB WEALTH MANAGEMENT5+ years Filed as: FNB - TEMPLE (EXTRACO) Service code 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $21,560 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $9,500 |
JULY BUSINESS SERVICES5+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $7,972 |
LITTLER MENDELSON, P.C.3 years Service code 29 · EIN 94-2602731 2001 ROSS AVE SUITE1500 · DALLAS, TX 75201 | Legal | $510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,510 | $63,355-25.0% | $91,989-48.4% | $72,985-34.9% |
| Participation rate | 97.3% | 72.5%+24.8pp | 78.6%+18.7pp | 69.5%+27.8pp |
| Annual return | 6.80% | 35.35%-28.5pp | 69.02%-62.2pp | 81.00%-74.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $932 | $4,883-80.9% | $5,923-84.3% | $3,607-74.2% |
| Admin fee / account holder | $445 | $4,668-90.5% | $7,743-94.2% | $5,124-91.3% |