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 |
|---|---|---|
JSA PENSION SERVICES, INC.2+ years Service code 13 · EIN 26-1626533 P O BOX 330 · MABANK, TX 75147 | Contract Administrator | $23,030 |
PK & ASSOCIATES, LLP2+ years Service code 10 · EIN 46-2289454 P O BOX 1533 · MIDLOTHIAN, TX 76065 | Accounting | $7,750 |
GRB FINANCIAL, LLC1 year Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $7,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,277 | $36,916-80.3% | $156,549-95.4% | $57,658-87.4% |
| Participation rate | 45.3% | 63.4%-18.1pp | 84.0%-38.7pp | 70.2%-24.9pp |
| Annual return | 6.89% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $229 | $1,571-85.4% | $5,501-95.8% | $1,974-88.4% |
| Participant deferral / active EE | $555 | $1,926-71.2% | $4,871-88.6% | $3,061-81.9% |
| Admin fee / account holder | $120 | $82+45.5% | $13,027-99.1% | $95+26.9% |