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 |
|---|---|---|
SMDW CPA3 years Service code 13 600 S TYLER STREET, SUITE 2500 · ARMILLO, TX 79101 | Contract Administrator | $108,390 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $69,745 |
Filed as: BENEFIT PLANS ADMINISTRATOES, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $61,785 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 | Legal | $41,602 |
AMARILLO NATIONAL BANK1 year Filed as: AMARILLO BANK Service code 19 | Securities Custodian | $37,771 |
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 | $36,833 | $241,101-84.7% | $103,333-64.4% | $199,593-81.5% |
| Participation rate | 92.0% | 78.3%+13.7pp | 74.5%+17.5pp | 72.0%+20.0pp |
| Annual return | 8.72% | 17.80%-9.1pp | 24.88%-16.2pp | 34.25%-25.5pp |
| Employer contribution / active EE | $2,569 | $4,244-39.5% | $3,868-33.6% | $3,034-15.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $96 | $288-66.8% | $8,355-98.9% | $269-64.5% |