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 |
|---|---|---|
ADMIN3164 years Service code 27 · EIN 81-0759783 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411 | Advisory (Plan) | $9,180 |
BENEFITEXCEL1 year Service code 27 · EIN 83-2184448 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78411 | Advisory (Plan) | $5,519 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,105 | $73,867+9.8% | $143,757-43.6% | $68,494+18.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.23% | 1.01%-22.2pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,265 | $3,184+2.5% | $4,951-34.0% | $2,596+25.8% |
| Participant deferral / active EE | $1,493 | $3,384-55.9% | $5,637-73.5% | $4,027-62.9% |
| Admin fee / account holder | $824 | $5,755-85.7% | $14,673-94.4% | $5,403-84.8% |