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 |
|---|---|---|
PUREWATER CAPITAL LLC3+ years Service code 27 262 CARROLL ST. · FORT WORTH, TX 76107 | Advisory (Plan) | $48,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,729 | $73,102+20.0% | $123,544-29.0% | $56,287+55.9% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.9pp |
| Annual return | -5.20% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,288 | $2,977+10.4% | $4,628-29.0% | $2,111+55.7% |
| Participant deferral / active EE | $6,866 | $5,423+26.6% | $6,426+6.9% | $3,350+105.0% |
| Admin fee / account holder | $311 | $554-43.8% | $9,284-96.6% | $521-40.2% |