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.4+ years Service code 13 · EIN 26-1626533 P O BOX 330 · MABANK, TX 75147 | Contract Administrator | $23,616 |
GRB FINANCIAL, LLC3 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $10,429 |
SUMMIT CPA GROUP1 year Filed as: SUMMIT CPA GROUP LLC Service code 10 · EIN 11-3730017 9815 DAWSON'S CREEK BLVD · FORT WAYNE, IN 46825 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,953 | $37,196-81.3% | $154,107-95.5% | $55,725-87.5% |
| Participation rate | 48.0% | 64.1%-16.1pp | 83.0%-35.0pp | 70.9%-22.8pp |
| Annual return | -6.00% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $314 | $1,614-80.5% | $5,298-94.1% | $2,078-84.9% |
| Participant deferral / active EE | $731 | $2,068-64.6% | $5,081-85.6% | $3,356-78.2% |
| Admin fee / account holder | $106 | $102+4.2% | $13,411-99.2% | $115-8.1% |