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 ADVISORS4 years Service code 27 200 BARTLETT DR · EL PASO, TX 79912 | Advisory (Plan) | $26,934 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 15 1601 ELM STREET · DALLAS, TX 75201 | Recordkeeping | $15,781 |
LT TRUST COMPANY4 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 | $19,591 | $51,045-61.6% | $70,515-72.2% | $71,457-72.6% |
| Participation rate | 86.4% | 59.4%+27.0pp | 68.3%+18.1pp | 67.9%+18.5pp |
| Annual return | 16.29% | 42.63%-26.3pp | 32.77%-16.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $797 | $1,790-55.5% | $2,973-73.2% | $2,588-69.2% |
| Participant deferral / active EE | $2,073 | $3,026-31.5% | $4,567-54.6% | $4,289-51.7% |
| Admin fee / account holder | $134 | $1,994-93.3% | $6,412-97.9% | $1,587-91.6% |