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 |
|---|---|---|
HERRING BANK1+ years Service code 51 2201 CIVIC CIRCLE · AMARILLO, TX 79109 | Investment Mgmt Fees | $16,090 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,385 | $56,897+79.9% | $84,750+20.8% | $62,891+62.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 16.21% | 6.30%+9.9pp | 22.78%-6.6pp | 20.14%-3.9pp |
| Employer contribution / active EE | $19,386 | $2,400+707.9% | $3,574+442.4% | $2,281+750.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $142 | $3,581-96.0% | $5,332-97.3% | $4,296-96.7% |