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 |
|---|---|---|
BEAIRD HARRIS1 year Filed as: BEAIRD HARRIS WEALTH MANAGEMENT,INC Service code 27 12221 MERIT DRIVE, SUITE 750 · DALLAS, TX 75251 | Advisory (Plan) | $13,703 |
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.
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 | $30,789 | $46,732-34.1% | $156,549-80.3% | $55,167-44.2% |
| Participation rate | 68.2% | 65.8%+2.4pp | 84.0%-15.8pp | 69.0%-0.8pp |
| Annual return | -28.49% | 17.72%-46.2pp | 32.23%-60.7pp | 169.23%-197.7pp |
| Employer contribution / active EE | $2,201 | $2,105+4.6% | $5,501-60.0% | $1,963+12.2% |
| Participant deferral / active EE | $3,953 | $2,204+79.4% | $4,871-18.8% | $3,054+29.4% |
| Admin fee / account holder | $257 | $418-38.6% | $13,027-98.0% | $504-49.0% |