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.6+ years Service code 13 · EIN 26-1626533 P O BOX 330 · MABANK, TX 75147 | Contract Administrator | $25,818 |
GRB FINANCIAL, LLC5 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $12,699 |
SUMMIT CPA GROUP3 years Filed as: SUMMIT CPA GROUP LLC Service code 10 · EIN 11-3730017 9815 DAWSON'S CREEK BLVD · FORT WAYNE, IN 46825 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,501 | $52,293-74.2% | $178,490-92.4% | $73,409-81.6% |
| Participation rate | 52.6% | 65.3%-12.7pp | 81.9%-29.3pp | 72.2%-19.6pp |
| Annual return | 11.60% | 34.75%-23.1pp | 151.07%-139.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $160 | $1,735-90.8% | $5,011-96.8% | $2,234-92.8% |
| Participant deferral / active EE | $804 | $2,332-65.5% | $5,202-84.5% | $3,805-78.9% |
| Admin fee / account holder | $178 | $127+39.5% | $13,984-98.7% | $158+12.6% |