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 LLP8+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $9,270 |
FROST BANK8+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584013 4200 SOUTH HULEN #230 · FORT WORTH, TX 76109 | Bank Trustee | $6,741 |
GEORGE JOHNSON & COMPANY8+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 82-3719843 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $4,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,166 | $86,655-11.0% | $119,609-35.5% | $66,914+15.3% |
| Participation rate | 93.1% | 75.6%+17.6pp | 79.3%+13.9pp | 69.8%+23.3pp |
| Annual return | 35.68% | -8.00%+43.7pp | -14.97%+50.7pp | 1.58%+34.1pp |
| Employer contribution / active EE | $5,000 | $2,536+97.2% | $4,232+18.1% | $2,544+96.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $82 | $755-89.2% | $10,323-99.2% | $593-86.2% |