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 |
|---|---|---|
GRB FINANCIAL, LLC7+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $41,308 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $7,750 |
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 | $108,999 | $70,428+54.8% | $96,562+12.9% | $85,850+27.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.79% | 18.59%-1.8pp | 37.78%-21.0pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,052 | $1,413-25.5% | $2,356-55.3% | $2,565-59.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $482 | $4,997-90.4% | $6,181-92.2% | $6,260-92.3% |