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 |
|---|---|---|
1ST SOURCE BANK1 year Filed as: 1ST TEXAS FINANCIAL SERVICES, LLP Service code 99 P.O. BOX 1217 · MT. PLEASANT, TX 75456 | Other Fees | $5,735 |
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $4,305 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,477 | $55,453-46.8% | $170,442-82.7% | $62,292-52.7% |
| Participation rate | 20.9% | 66.4%-45.5pp | 83.6%-62.7pp | 69.5%-48.6pp |
| Annual return | 15.69% | 21.38%-5.7pp | 205.93%-190.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $484 | $2,164-77.6% | $5,433-91.1% | $2,042-76.3% |
| Participant deferral / active EE | $940 | $2,303-59.2% | $4,939-81.0% | $3,169-70.3% |
| Admin fee / account holder | $346 | $455-23.9% | $13,880-97.5% | $479-27.8% |