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 |
|---|---|---|
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 99 · EIN 75-2393478 | Other Fees | $6,615 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,716 | $52,639+45.7% | $185,117-58.6% | $62,292+23.2% |
| Participation rate | 46.9% | 63.9%-16.9pp | 77.3%-30.3pp | 69.5%-22.6pp |
| Annual return | 16.46% | 19.57%-3.1pp | 40.50%-24.0pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,869 | $3,097-7.3% | $5,045-43.1% | $3,169-9.5% |
| Admin fee / account holder | $13 | $374-96.6% | $8,159-99.8% | $479-97.3% |