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 |
|---|---|---|
LITTLER MENDELSON, P.C.6 years Service code 29 · EIN 94-2602731 2001 ROSS AVE SUITE1500 · DALLAS, TX 75201 | Legal | $31,194 |
EXTRACO BANKS2 years Service code 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $13,023 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $10,215 |
JULY BUSINESS SERVICES8+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $8,214 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,586 | $59,107-48.3% | $86,436-64.6% | $68,494-55.3% |
| Participation rate | 98.1% | 75.2%+22.9pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -10.05% | -0.23%-9.8pp | 4394.89%-4404.9pp | -7.84%-2.2pp |
| Employer contribution / active EE | $923 | $2,519-63.4% | $3,769-75.5% | $2,596-64.4% |
| Participant deferral / active EE | $1,039 | $5,901-82.4% | $6,952-85.0% | $4,027-74.2% |
| Admin fee / account holder | $824 | $5,637-85.4% | $6,731-87.8% | $5,403-84.7% |