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 |
|---|---|---|
Filed as: MERRILL LYNCH, INC. Service code 27 · EIN 13-5674085 200 S. 10TH STREET, SUITE 1002 · MCALLEN, TX 78501 | Advisory (Plan) | $77,016 |
MCCAW & SALESBERRY RETIREMENT2+ years Service code 13 · EIN 47-3027397 19115 FM 2252, SUITE 21 · GARDEN RIDGE, TX 78266 | Contract Administrator | $28,655 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PATTILLO, BROWN & HILL, L.L.P. Service code 10 · EIN 74-1130599 401 W. STATE HWY 6 · WACO, TX 76710 | Accounting | $7,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $16,826 | $37,044-54.6% | $71,796-76.6% | $57,658-70.8% |
| Participation rate | 98.6% | 61.1%+37.5pp | 69.1%+29.5pp | 70.2%+28.4pp |
| Annual return | 6.27% | 12.64%-6.4pp | 78.04%-71.8pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $413 | $1,974-79.1% | $2,794-85.2% | $3,061-86.5% |
| Admin fee / account holder | $195 | $101+93.6% | $4,815-95.9% | $95+106.7% |