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 |
|---|---|---|
HERNDON CAPITAL MANAGEMENT3+ years Filed as: HERNDON PLANT OAKLEY LTD Service code 22 800 N SHORELINE STER 2200 · CORPUS CHRISTI, TX 78759 | Insurance Broker | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,870 | $84,233-78.8% | $170,442-89.5% | $70,131-74.5% |
| Participation rate | 23.1% | 70.8%-47.8pp | 83.6%-60.5pp | 69.5%-46.5pp |
| Annual return | 12.77% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $515 | $3,086-83.3% | $4,939-89.6% | $3,332-84.5% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |