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, LLC9+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $39,505 |
SUTTON FROST CARY LLP3 years Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $8,000 |
LSA PENSION SERVICES, INC.2 years Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $1,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,958 | $65,561+47.9% | $86,188+12.5% | $75,163+29.0% |
| Participation rate | 96.5% | 60.5%+36.0pp | 69.0%+27.5pp | 67.2%+29.3pp |
| Annual return | 11.09% | 46.05%-35.0pp | 1168.45%-1157.4pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,412 | $1,553-9.0% | $2,380-40.7% | $2,670-47.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $423 | $5,474-92.3% | $6,852-93.8% | $5,651-92.5% |