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 ADVISORS5 years Service code 27 200 BARTLETT DR · EL PASO, TX 79912 | Advisory (Plan) | $32,572 |
RETIREBETTER, INC.1 year Service code 15 1601 ELM STREET · DALLAS, TX 75201 | Recordkeeping | $18,376 |
LT TRUST COMPANY5 years Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $3,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,756 | $54,517-60.1% | $75,972-71.4% | $74,495-70.8% |
| Participation rate | 86.6% | 60.3%+26.3pp | 69.1%+17.5pp | 67.2%+19.4pp |
| Annual return | 12.63% | 31.82%-19.2pp | 359.55%-346.9pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $356 | $1,777-80.0% | $2,685-86.8% | $2,623-86.4% |
| Participant deferral / active EE | $2,328 | $3,066-24.0% | $4,255-45.3% | $4,346-46.4% |
| Admin fee / account holder | $162 | $2,229-92.7% | $6,467-97.5% | $1,942-91.6% |