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, LLC7 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $60,876 |
C & M ADMINISTRATORS, INC.3 years Service code 13 · EIN 75-1721253 | Contract Administrator | $13,000 |
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 | $54,099 | $82,664-34.6% | $125,339-56.8% | $68,494-21.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.29% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,425 | $3,381-57.9% | $4,814-70.4% | $2,596-45.1% |
| Participant deferral / active EE | $4,735 | $6,110-22.5% | $7,446-36.4% | $4,027+17.6% |
| Admin fee / account holder | $571 | $6,275-90.9% | $10,010-94.3% | $5,403-89.4% |