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 SACHS5 years Filed as: COMBS CAPITAL PARTNERS Service code 99 · EIN 85-1543939 | Other Fees | $72,027 |
WEAVER AND TIDWELL, LLP6 years Service code 99 · EIN 75-0786316 | Other Fees | $17,325 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $16,066 |
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $13,820 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,159 | $55,415+183.6% | $155,509+1.1% | $74,495+111.0% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 16.29% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $10,886 | $2,267+380.2% | $4,672+133.0% | $2,623+315.0% |
| Participant deferral / active EE | $3,691 | $2,836+30.1% | $5,626-34.4% | $4,346-15.1% |
| Admin fee / account holder | $240 | $1,738-86.2% | $15,912-98.5% | $1,942-87.6% |