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 |
|---|---|---|
GOLDMAN SACHS3 years Filed as: COMBS CAPITAL PARTNERS Service code 99 · EIN 85-1543939 | Other Fees | $60,766 |
WEAVER AND TIDWELL, LLP4 years Service code 99 · EIN 74-2593607 | Other Fees | $15,450 |
LOREN D. STARK COMPANY2 years Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $12,835 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,670 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INV. MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,541 | $65,061+86.8% | $143,757-15.5% | $66,914+81.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.59% | -11.14%-6.5pp | -0.04%-17.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $12,321 | $2,361+421.9% | $4,951+148.9% | $2,544+384.3% |
| Participant deferral / active EE | $4,403 | $2,919+50.9% | $5,637-21.9% | $4,237+3.9% |
| Admin fee / account holder | $342 | $502-31.8% | $14,673-97.7% | $593-42.3% |