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 |
|---|---|---|
J BEAVER INVESTMENT ADVISORS3 years Service code 27 200 BARTLETT DR · EL PASO, TX 79912 | Advisory (Plan) | $26,017 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 15 1601 ELM STREET · DALLAS, TX 75201 | Recordkeeping | $14,826 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,770 | $63,442-72.0% | $68,791-74.2% | $66,914-73.4% |
| Participation rate | 81.9% | 60.0%+21.9pp | 69.0%+12.9pp | 69.8%+12.1pp |
| Annual return | -16.35% | -8.29%-8.1pp | -6.38%-10.0pp | 1.58%-17.9pp |
| Employer contribution / active EE | $763 | $1,775-57.0% | $2,655-71.3% | $2,544-70.0% |
| Participant deferral / active EE | $1,973 | $2,945-33.0% | $3,941-49.9% | $4,237-53.4% |
| Admin fee / account holder | $136 | $577-76.4% | $4,932-97.2% | $593-77.0% |