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, LLC11+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $47,676 |
SUTTON FROST CARY LLP1 year Filed as: SUTTON FROST CARY, LLP Service code 10 · EIN 75-2593210 201 N. HAMPTON ST · FORT WORTH, TX 76102 | Accounting | $12,000 |
LSA PENSION SERVICES, INC.4 years Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $3,965 |
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 | $115,928 | $74,927+54.7% | $101,794+13.9% | $84,808+36.7% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.2%+28.7pp | 68.3%+29.6pp |
| Annual return | 15.06% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,669 | $1,522+9.7% | $2,289-27.1% | $2,631-36.6% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $529 | $6,514-91.9% | $8,777-94.0% | $7,344-92.8% |