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 5-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 |
|---|---|---|
J HARRIS PROPERTIES, LLC1 year Service code 20 · EIN 27-2940097 18010 BLUE RIDGE SHORES · CYPRESS, TX 77433 | Trustee (individual) | $14,000 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORTH WORTH, TX 76107 | Accounting | $13,910 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $12,273 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $802,633 | $73,360+994.1% | $177,989+350.9% | $74,495+977.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 35.39% | 17.49%+17.9pp | 294.48%-259.1pp | 1364.94%-1329.6pp |
| Employer contribution / active EE | $33,375 | $2,216+1405.8% | $3,949+745.2% | $2,623+1172.4% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $271 | $1,808-85.0% | $10,363-97.4% | $1,942-86.1% |