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 GROUP10+ years Service code 64 · EIN 76-0500416 7525 HOLLISTER ST. · HOUSTON, TX 77040 | Recordkeeping Fees | $36,674 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $28,991 |
Filed as: SOUTHWEST SERVICE ADMINISTRATOR Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHARDSON, TX 77080 | Contract Administrator | $19,061 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $15,155 |
CONNER & WINTERS10+ years Service code 29 · EIN 73-1388566 808 TRAVIS STREET 23RD FLOOR · HOUSTON, TX 77002 | Legal | $13,679 |
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 | $11,653 | $95,880-87.8% | $107,525-89.2% | $85,563-86.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.87% | 68.06%-56.2pp | 181.32%-169.5pp | 31.51%-19.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $545 | $4,201-87.0% | $5,116-89.4% | $4,375-87.6% |
| Admin fee / account holder | $299 | $1,025-70.8% | $8,919-96.6% | $834-64.1% |