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, LLC8 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $52,761 |
C & M ADMINISTRATORS, INC.4 years Service code 13 · EIN 75-1721253 | Contract Administrator | $9,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,136 | $93,571-30.4% | $135,903-52.1% | $75,163-13.3% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 16.61% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,271 | $3,537-64.1% | $4,856-73.8% | $2,670-52.4% |
| Participant deferral / active EE | $5,082 | $6,404-20.6% | $7,758-34.5% | $4,125+23.2% |
| Admin fee / account holder | $490 | $6,975-93.0% | $10,762-95.4% | $5,651-91.3% |