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, LLC6 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $55,902 |
C & M ADMINISTRATORS, INC.2 years Service code 13 · EIN 75-1721253 | Contract Administrator | $10,683 |
Filed as: COLLIER, JOHNSON AND WOODS, P.C. Service code 10 · EIN 74-2520265 | Accounting | $8,487 |
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 | $98,344 | $105,181-6.5% | $159,436-38.3% | $85,850+14.6% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.8%+13.0pp | 69.3%+26.5pp |
| Annual return | 16.13% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,315 | $3,318-60.4% | $4,829-72.8% | $2,565-48.7% |
| Participant deferral / active EE | $4,097 | $5,945-31.1% | $7,352-44.3% | $3,952+3.7% |
| Admin fee / account holder | $610 | $6,933-91.2% | $10,799-94.3% | $6,260-90.2% |