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 MANAGEMENT6+ years Filed as: FNB - TEMPLE (EXTRACO) Service code 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $16,281 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $9,830 |
JULY BUSINESS SERVICES6+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $8,164 |
LITTLER MENDELSON, P.C.4 years Service code 29 · EIN 94-2602731 2001 ROSS AVE SUITE1500 · DALLAS, TX 75201 | Legal | $2,451 |
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 | $35,346 | $70,475-49.8% | $100,516-64.8% | $79,858-55.7% |
| Participation rate | 96.6% | 73.7%+23.0pp | 79.4%+17.2pp | 69.6%+27.0pp |
| Annual return | 2.03% | 21.90%-19.9pp | 30.89%-28.9pp | 31.71%-29.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $971 | $5,181-81.3% | $6,270-84.5% | $3,740-74.0% |
| Admin fee / account holder | $453 | $4,478-89.9% | $8,081-94.4% | $5,306-91.5% |