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 |
|---|---|---|
SOUTH STATE RPS5+ years Filed as: SOUTH TEXAS MONEY MANAGEMENT Service code 28 · EIN 74-2977959 | Investment Management | $41,085 |
RETIREMENT HORIZONS INC.1 year Filed as: RETIREMENT HORIZONS, INC Service code 13 · EIN 76-0551734 | Contract Administrator | $14,981 |
Filed as: AKIN DOHERTY KLEIN & FEUGE Service code 13 · EIN 74-2606559 | Contract Administrator | $10,000 |
Filed as: CHAMBERLAIN HRIDLICKA Service code 29 112 PECAN STREET · SAN ANTONIO, TX 78205 | Legal | $5,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $37,645 | $31,679+18.8% | $74,701-49.6% | $65,185-42.2% |
| Participation rate | 80.6% | 40.4%+40.3pp | 54.5%+26.2pp | 70.2%+10.4pp |
| Annual return | 15.89% | 39.04%-23.1pp | 752.92%-737.0pp | 29.38%-13.5pp |
| Employer contribution / active EE | $1,233 | $566+117.9% | $1,084+13.8% | $2,177-43.3% |
| Participant deferral / active EE | $2,050 | $1,191+72.1% | $1,964+4.4% | $3,514-41.7% |
| Admin fee / account holder | $398 | $379+5.1% | $3,333-88.1% | $847-53.0% |