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 |
|---|---|---|
PLAINS CAPITAL BANK10+ years Service code 21 · EIN 75-0910774 | Bank Trustee | $13,720 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $13,333 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 4.58% | 9.77%-5.2pp | 0.35%+4.2pp | 9.77%-5.2pp |
| Employer contribution / active EE | $30,882 | $13,890+122.3% | $37,220-17.0% | $13,890+122.3% |
| Participant deferral / active EE | $0 | $102-100.0% | $163-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |