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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $169,900 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $53,627 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,449 | $74,552-67.2% | $62,995-61.2% | $69,631-64.9% |
| Participation rate | 99.7% | 78.3%+21.4pp | 74.8%+24.8pp | 70.7%+29.0pp |
| Annual return | 18.78% | 15.77%+3.0pp | 87.57%-68.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,183 | $2,929+8.7% | $2,759+15.4% | $2,032+56.6% |
| Participant deferral / active EE | $3,218 | $2,974+8.2% | $3,329-3.4% | $3,224-0.2% |
| Admin fee / account holder | $153 | $59+157.4% | $3,600-95.8% | $110+38.5% |