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 | $46,464-28.5% | $150,298-77.9% | $79,634-58.3% |
| Participation rate | 98.1% | 57.0%+41.2pp | 77.8%+20.4pp | 62.5%+35.6pp |
| Annual return | 14.66% | 27.89%-13.2pp | 62.79%-48.1pp | 36.46%-21.8pp |
| Employer contribution / active EE | $2,352 | $1,512+55.6% | $4,154-43.4% | $2,529-7.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $230 | $891-74.2% | $14,116-98.4% | $1,002-77.1% |