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 |
|---|---|---|
AVALON ADVISORS, LLC4 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $46,573 |
Filed as: COLLIER, JOHNSON AND WOODS, P.C. Service code 10 · EIN 74-2520265 | Accounting | $10,176 |
CARLEY GUILBERT5+ years Filed as: CARLEY & MCCAW, INC. Service code 13 · EIN 75-1721253 | Contract Administrator | $6,319 |
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 | $80,717 | $89,355-9.7% | $141,162-42.8% | $72,985+10.6% |
| Participation rate | 97.3% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 20.01% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,172 | $3,114-62.4% | $4,735-75.2% | $2,440-52.0% |
| Participant deferral / active EE | $3,808 | $5,418-29.7% | $6,709-43.2% | $3,607+5.6% |
| Admin fee / account holder | $513 | $5,958-91.4% | $10,261-95.0% | $5,124-90.0% |