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 |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 74-0500416 | Recordkeeping Fees | $140,357 |
PROSPERITY BANK3+ years Filed as: PROSPERITY BANK TRUST DEPARTMENT Service code 21 · EIN 74-2139516 1401 AVENUE Q · LUBBOCK, TX 79401 | Bank Trustee | $120,000 |
Filed as: FIDELITY INVESTMENTS Service code 25 · EIN 58-1428634 | Directed Trustee | $36,593 |
MELTON & MELTON LLP4+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 6002 ROGERDALE, SUITE 200 · HOUSTON, TX 77072 | Accounting | $19,261 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,164 | $82,546-6.5% | $140,016-44.9% | $75,289+2.5% |
| Participation rate | 75.4% | 88.4%-13.0pp | 87.5%-12.1pp | 72.4%+3.0pp |
| Annual return | -5.11% | -0.36%-4.7pp | 651.12%-656.2pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,691 | $3,856-56.1% | $5,606-69.8% | $2,405-29.7% |
| Participant deferral / active EE | $3,828 | $5,731-33.2% | $6,927-44.7% | $3,739+2.4% |
| Admin fee / account holder | $132 | $86+53.9% | $10,705-98.8% | $102+29.0% |