Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $79,942 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES Service code 16 8441 GULF FREEWAY · HOUSTON, TX 77017 | Consulting | $65,274 |
Service code 11 · EIN 94-1503999 | Actuarial | $52,933 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $43,446 |
CONNER & WINTERS10+ years Filed as: CONNOR & WINTERS Service code 29 · EIN 73-1388566 | Legal | $39,904 |
DEBBIE MITCHELL5 years Filed as: DEBBIE FOISY Service code 13 9920 WHITE SETTLEMENT ROAD · FORT WORTH, TX 76108 | Contract Administrator | $22,360 |
INVESCO3 years Service code 72 · EIN 76-0352823 | Other investment fees and expenses | $15,084 |
Unlock 1 actuary disclosure for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 10.81% | 9.12%+1.7pp | 9.57%+1.2pp | 10.77%0pp |
| Employer contribution / active EE | $7,377 | $14,150-47.9% | $26,706-72.4% | $15,292-51.8% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |