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, LLC5 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $44,734 |
Service code 13 · EIN 75-1721253 | Contract Administrator | $12,394 |
Filed as: COLLIER, JOHNSON AND WOODS, P.C. Service code 10 · EIN 74-2520265 | Accounting | $10,318 |
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.
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 | $84,045 | $98,750-14.9% | $149,696-43.9% | $79,858+5.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.43% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,265 | $3,216-60.7% | $4,644-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $4,298 | $5,680-24.3% | $6,842-37.2% | $3,740+14.9% |
| Admin fee / account holder | $540 | $6,053-91.1% | $9,309-94.2% | $5,306-89.8% |