See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,983 |
WEAVER AND TIDWELL, LLP6 years Service code 10 2821 W. 7TH STREET · FT. WORTH, TX 76107 | Accounting | $16,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,455 | $81,625-78.6% | $167,512-89.6% | $74,304-76.5% |
| Participation rate | 92.0% | 60.0%+32.0pp | 77.1%+15.0pp | 60.3%+31.7pp |
| Annual return | 14.50% | 26.09%-11.6pp | 1615.79%-1601.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,143 | $4,115-47.9% | $6,405-66.5% | $3,767-43.1% |
| Admin fee / account holder | $188 | $3,474-94.6% | $9,769-98.1% | $2,969-93.7% |