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 |
|---|---|---|
WILSON, HAAG & CO.1+ years Service code 10 · EIN 75-2333913 418 S. POLK, SUITE 200 · AMARILLO, TX 79105 | Accounting | $84,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 94-1503999 11300 EAST NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Securities Custodian | $40,000 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART, MARTIN, DUDLEY & WEBB, P.C Service code 10 · EIN 75-2290093 801 S. FILLMORE, SUITE 305 · AMARILLO, TX 79105 | Accounting | $8,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,315 | $55,516-50.8% | $75,781-64.0% | $59,188-53.9% |
| Participation rate | 90.7% | 73.6%+17.1pp | 75.8%+14.9pp | 69.4%+21.3pp |
| Annual return | 1.68% | -1.89%+3.6pp | 9.68%-8.0pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,485 | $2,604-43.0% | $3,323-55.3% | $2,098-29.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $72 | $110-34.7% | $5,299-98.6% | $92-22.1% |