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 |
|---|---|---|
AMEGY BANK OF TEXAS1+ years Service code 27 · EIN 76-0028668 | Advisory (Plan) | $64,306 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,256 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,626 | $60,165+143.7% | $74,183+97.7% | $55,167+165.8% |
| Participation rate | 94.6% | 74.2%+20.4pp | 76.6%+18.0pp | 69.0%+25.6pp |
| Annual return | 1.92% | 10.00%-8.1pp | 17.74%-15.8pp | 169.23%-167.3pp |
| Employer contribution / active EE | $4,817 | $1,600+201.2% | $2,370+103.3% | $1,963+145.5% |
| Participant deferral / active EE | $3,680 | $2,973+23.8% | $3,550+3.7% | $3,054+20.5% |
| Admin fee / account holder | $256 | $419-39.0% | $5,586-95.4% | $504-49.2% |