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, LLC8+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $41,410 |
Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $7,197 |
SUTTON FROST CARY LLP2 years Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,059 | $59,805+58.9% | $79,550+19.5% | $68,494+38.8% |
| Participation rate | 98.3% | 61.1%+37.3pp | 69.5%+28.8pp | 67.9%+30.4pp |
| Annual return | -9.92% | -12.30%+2.4pp | 0.16%-10.1pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,901 | $1,505+26.3% | $2,413-21.2% | $2,596-26.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $426 | $4,835-91.2% | $6,832-93.8% | $5,403-92.1% |