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 |
|---|---|---|
BURTON MCCUMBER & LONGORIA3 years Service code 10 1950 PAREDES LINE ROAD · BROWNSVILLE, TX 78521 | Accounting | $83,522 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 76-0500416 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $67,617 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL NICOLAUS AND COMPANY Service code 28 · EIN 43-0538770 4300 NORTH 10TH STREET SUITE A · MCALLEN, TX 78504 | Investment Management | $45,864 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,926 | $59,417-71.5% | $93,606-81.9% | $74,495-77.3% |
| Participation rate | 77.6% | 59.7%+17.9pp | 68.7%+8.8pp | 67.2%+10.4pp |
| Annual return | 4.87% | 81.83%-77.0pp | 133.20%-128.3pp | 1364.94%-1360.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $317 | $3,050-89.6% | $4,411-92.8% | $4,346-92.7% |
| Admin fee / account holder | $573 | $3,021-81.0% | $8,285-93.1% | $1,942-70.5% |