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 8-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 15 · EIN 16-1503696 | Recordkeeping | $61,342 |
AMARILLO NATIONAL BANK5 years Service code 21 410 SOUTH TAYLOR STREET · AMARILLO, TX 79101 | Bank Trustee | $40,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,218 | $50,982-34.8% | $154,803-78.5% | $85,563-61.2% |
| Participation rate | 98.1% | 59.8%+38.3pp | 78.1%+20.1pp | 66.0%+32.2pp |
| Annual return | 14.66% | 30.35%-15.7pp | 58.88%-44.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $2,352 | $1,708+37.7% | $4,305-45.4% | $2,654-11.4% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $230 | $846-72.9% | $14,329-98.4% | $834-72.5% |