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 |
|---|---|---|
CRESTA ADVISORS5 years Service code 26 2019 E. DEL MAR BLVD. SUITE 100 · LAREDO, TX 78041 | Advisory (Participants) | $41,195 |
JULY BUSINESS SERVICES5 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $32,677 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,091 | $100,923-68.2% | $150,045-78.6% | $74,304-56.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 13.66% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,551 | $3,463-26.3% | $4,693-45.6% | $2,241+13.8% |
| Participant deferral / active EE | $1,804 | $6,709-73.1% | $7,997-77.4% | $3,767-52.1% |
| Admin fee / account holder | $321 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |