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, LLC10+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $43,579 |
SUTTON FROST CARY LLP4 years Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $21,000 |
LSA PENSION SERVICES, INC.3 years Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $7,320 |
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 | $102,575 | $71,050+44.4% | $93,606+9.6% | $80,856+26.9% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.5pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,550 | $1,564+63.0% | $2,420+5.4% | $2,755-7.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $589 | $6,945-91.5% | $8,285-92.9% | $6,918-91.5% |