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 |
|---|---|---|
DOVETAIL WEALTH MANAGEMENT4 years Service code 27 301 N MAIN ST. · TAYLOR, TX 765743642 | Advisory (Plan) | $15,254 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,555 |
Service code 10 1501 E. MOCKINGBIRD LANE · VICTORIA, TX 779033750 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,608 | $69,848-14.7% | $115,756-48.5% | $66,914-10.9% |
| Participation rate | 15.1% | 70.6%-55.5pp | 77.1%-62.0pp | 69.8%-54.7pp |
| Annual return | -15.00% | 969.66%-984.7pp | 143.14%-158.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $331 | $4,274-92.3% | $6,254-94.7% | $4,237-92.2% |
| Admin fee / account holder | $1,009 | $337+199.3% | $8,124-87.6% | $593+70.1% |