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 |
|---|---|---|
Service code 13 6121 INDIAN SCHOOL RD NE STE. 123 · ALBUQUERQUE, NM 87110 | Contract Administrator | $110,945 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $75,000 |
CONNER & WINTERS6 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST. SUITE 500 · HOUSTON, TX 77002 | Legal | $33,939 |
Filed as: EDWARDS AND LEATHERS Service code 10 · EIN 20-8739519 4500 N. MAIN ST. SUITE C · BAYTOWN, TX 77521 | Accounting | $10,000 |
LETTERSTREAM1 year Service code 99 | Other Fees | $6,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,556 | $241,101-87.7% | $103,333-71.4% | $199,593-85.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.67% | 17.80%-3.1pp | 24.88%-10.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $1,698 | $4,244-60.0% | $3,868-56.1% | $3,034-44.1% |
| Participant deferral / active EE | $195 | $3,958-95.1% | $5,057-96.1% | $5,087-96.2% |
| Admin fee / account holder | $190 | $288-33.9% | $8,355-97.7% | $269-29.3% |