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 | Claims processing; Recordkeeping fees... | $245,566 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $69,974 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,862 | $95,542-68.7% | $69,455-57.0% | $67,579-55.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 7.18% | 17.67%-10.5pp | 28.97%-21.8pp | 378.56%-371.4pp |
| Employer contribution / active EE | $9,791 | $2,989+227.6% | $2,779+252.3% | $2,148+355.8% |
| Participant deferral / active EE | $10,412 | $3,263+219.1% | $3,535+194.5% | $3,539+194.2% |
| Admin fee / account holder | $174 | $90+93.2% | $3,839-95.5% | $142+22.0% |