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 9-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 | $42,935 |
AMARILLO NATIONAL BANK2 years Service code 18 410 SOUTH TAYLOR STREET · AMARILLO, TX 79101 | Custodial (other than securities) | $34,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,134 | $46,292+25.6% | $143,757-59.6% | $64,808-10.3% |
| Participation rate | 44.5% | 64.2%-19.7pp | 80.3%-35.8pp | 71.5%-27.0pp |
| Annual return | -16.41% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $667 | $1,910-65.1% | $4,951-86.5% | $2,506-73.4% |
| Participant deferral / active EE | $2,026 | $2,646-23.4% | $5,637-64.1% | $4,310-53.0% |
| Admin fee / account holder | $400 | $154+160.4% | $14,673-97.3% | $188+113.2% |