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 |
|---|---|---|
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORTH WORTH, TX 76107 | Accounting | $26,775 |
CALVETTI FERGUSON1 year Service code 10 700 LOUISIANA ST #2500 · HOUSTON, TX 77002 | Accounting | $16,050 |
J HARRIS PROPERTIES, LLC2 years Service code 20 · EIN 27-2940097 18010 BLUE RIDGE SHORES · CYPRESS, TX 77433 | Trustee (individual) | $15,000 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $13,031 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $907,685 | $81,625+1012.0% | $167,512+441.9% | $74,304+1121.6% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 11.81% | 26.09%-14.3pp | 1615.79%-1604.0pp | 29.43%-17.6pp |
| Employer contribution / active EE | $33,605 | $2,010+1571.6% | $3,882+765.7% | $2,241+1399.4% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $441 | $3,474-87.3% | $9,769-95.5% | $2,969-85.2% |