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 LLP9+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $15,450 |
GEORGE JOHNSON & COMPANY9+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 82-3719843 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $4,550 |
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 | $74,997 | $82,978-9.6% | $129,995-42.3% | $71,457+5.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 2.17% | 20.60%-18.4pp | -137.18%+139.3pp | 28.85%-26.7pp |
| Employer contribution / active EE | $8,125 | $2,622+209.9% | $4,320+88.1% | $2,588+214.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $77 | $1,729-95.6% | $10,614-99.3% | $1,587-95.2% |