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 |
|---|---|---|
DEBBIE MITCHELL2 years Filed as: DEBBIE FOISY Service code 14 2508 CASTLE ROAD · BURLESON, TX 76028 | Plan Administrator | $34,286 |
CONNER & WINTERS1 year Service code 11 4100 FIRST PLACE TOWER · TULSA, OK 74103 | Actuarial | $10,946 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,264 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $953 |
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 | $64,422 | $63,442+1.5% | $68,791-6.4% | $66,914-3.7% |
| Participation rate | 91.8% | 60.0%+31.8pp | 69.0%+22.7pp | 69.8%+22.0pp |
| Annual return | -15.84% | -8.29%-7.5pp | -6.38%-9.5pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,642 | $1,775+48.8% | $2,655-0.5% | $2,544+3.8% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $437 | $577-24.2% | $4,932-91.1% | $593-26.3% |