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 SACHS4 years Filed as: COMBS CAPITAL PARTNERS Service code 99 · EIN 85-1543939 | Other Fees | $63,797 |
WEAVER AND TIDWELL, LLP5 years Service code 99 · EIN 11-1000111 | Other Fees | $16,480 |
LOREN D. STARK COMPANY3 years Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $12,561 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INV. MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,701 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,162 | $61,272+119.0% | $149,673-10.4% | $71,457+87.8% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.8%+19.5pp | 67.9%+30.4pp |
| Annual return | 17.76% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $10,307 | $2,378+333.4% | $4,818+113.9% | $2,588+298.3% |
| Participant deferral / active EE | $5,085 | $2,917+74.3% | $5,680-10.5% | $4,289+18.6% |
| Admin fee / account holder | $224 | $1,261-82.3% | $13,210-98.3% | $1,587-85.9% |