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 |
|---|---|---|
MAXWELL LOCKE & RITTER LLP5 years Filed as: MAXWELL LOCKE & RITTER Service code 13 · EIN 74-2900215 401 CONGRESS AVENUE · AUSTIN, TX 78701 | Contract Administrator | $18,650 |
RETIREMENT HORIZONS INC.5 years Service code 15 · EIN 76-0551734 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $5,219 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,664 | $42,894-19.2% | $60,874-43.1% | $68,494-49.4% |
| Participation rate | 72.8% | 66.8%+6.0pp | 73.1%-0.3pp | 67.9%+5.0pp |
| Annual return | -8.26% | -13.98%+5.7pp | 16.90%-25.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,148 | $1,978-42.0% | $2,701-57.5% | $2,596-55.8% |
| Participant deferral / active EE | $3,602 | $2,867+25.6% | $3,817-5.6% | $4,027-10.6% |
| Admin fee / account holder | $268 | $3,101-91.3% | $3,224-91.7% | $5,403-95.0% |