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 |
|---|---|---|
LUBBOCK NATIONAL BANK8+ years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $154,983 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $121,659 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,759 | $50,458+71.9% | $159,960-45.8% | $64,808+33.9% |
| Participation rate | 97.0% | 68.0%+29.0pp | 78.0%+19.1pp | 71.5%+25.6pp |
| Annual return | -14.72% | -13.42%-1.3pp | 408.60%-423.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $6,165 | $1,722+258.0% | $4,226+45.9% | $2,506+146.0% |
| Participant deferral / active EE | $4,838 | $4,004+20.8% | $6,182-21.7% | $4,310+12.2% |
| Admin fee / account holder | $498 | $706-29.5% | $8,698-94.3% | $188+164.9% |