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 GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 74-0500416 | Recordkeeping Fees | $216,194 |
PROSPERITY BANK4+ 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 | $37,192 |
MELTON & MELTON LLP5+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 6002 ROGERDALE, SUITE 200 · HOUSTON, TX 77072 | Accounting | $19,182 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,370 | $95,776-26.5% | $162,163-56.6% | $77,787-9.5% |
| Participation rate | 78.9% | 88.6%-9.8pp | 87.6%-8.7pp | 73.2%+5.7pp |
| Annual return | 20.52% | 37.03%-16.5pp | 115.59%-95.1pp | 32.57%-12.1pp |
| Employer contribution / active EE | $1,529 | $3,874-60.5% | $5,614-72.8% | $2,504-38.9% |
| Participant deferral / active EE | $3,341 | $6,125-45.5% | $7,298-54.2% | $3,967-15.8% |
| Admin fee / account holder | $137 | $88+56.8% | $10,843-98.7% | $100+37.4% |