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 |
|---|---|---|
FROST BANK7 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $41,943 |
PEGGY S. EDGE, CPA, LLC8 years Service code 10 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $7,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,079 | $101,317+12.6% | $146,958-22.4% | $74,495+53.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 16.58% | 8730.91%-8714.3pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,527 | $3,810-59.9% | $4,933-69.1% | $2,623-41.8% |
| Participant deferral / active EE | $11,529 | $7,303+57.9% | $8,070+42.9% | $4,346+165.3% |
| Admin fee / account holder | $296 | $1,739-83.0% | $12,998-97.7% | $1,942-84.8% |