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 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $28,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,161 | $76,050-78.7% | $96,544-83.3% | $71,457-77.4% |
| Participation rate | 58.6% | 74.4%-15.8pp | 76.0%-17.3pp | 67.9%-9.3pp |
| Annual return | 13.09% | 22.81%-9.7pp | 25.84%-12.8pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,229 | $2,244-45.2% | $2,965-58.5% | $2,588-52.5% |
| Participant deferral / active EE | $2,363 | $4,215-43.9% | $4,851-51.3% | $4,289-44.9% |
| Admin fee / account holder | $162 | $2,707-94.0% | $8,252-98.0% | $1,587-89.8% |