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 |
|---|---|---|
WEAVER LLP7+ years Service code 10 · EIN 75-0786316 | Accounting | $15,862 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 15 · EIN 75-1793879 | Recordkeeping | $9,150 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE VALUATION ADVISORS, INC Service code 34 · EIN 82-3719843 | Valuation (appraisals, etc.) | $8,700 |
FROST BANK7+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 | Bank Trustee | $5,983 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,457 | $93,182-33.0% | $146,665-57.4% | $79,386-21.3% |
| Participation rate | 90.9% | 76.4%+14.4pp | 80.1%+10.8pp | 70.7%+20.1pp |
| Annual return | 36.90% | 21.61%+15.3pp | 22.74%+14.2pp | 116.85%-79.9pp |
| Employer contribution / active EE | $3,659 | $2,420+51.2% | $4,136-11.5% | $2,427+50.7% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $119 | $585-79.7% | $10,280-98.8% | $626-81.0% |