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 |
|---|---|---|
ALLIANCE BENEFIT GROUP7+ years Service code 64 · EIN 76-0500416 7525 HOLLISTER ST. · HOUSTON, TX 77040 | Recordkeeping Fees | $36,618 |
CONNER & WINTERS7+ years Service code 29 · EIN 73-1388566 808 TRAVIS STREET 23RD FLOOR · HOUSTON, TX 77002 | Legal | $17,763 |
Filed as: SOUTHWEST SERVICE ADMINISTRATOR Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHARDSON, TX 77080 | Contract Administrator | $16,354 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $16,333 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $11,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,232 | $106,236-92.3% | $112,228-92.7% | $64,808-87.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.07% | -6.02%-9.1pp | 27.45%-42.5pp | 32.82%-47.9pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $396 | $3,785-89.5% | $4,728-91.6% | $4,310-90.8% |
| Admin fee / account holder | $195 | $452-56.8% | $6,410-97.0% | $188+3.9% |