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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $42,237 |
Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $26,359 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 13 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Contract Administrator | $6,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,328 | $72,254-67.7% | $86,677-73.1% | $64,808-64.0% |
| Participation rate | 73.9% | 80.4%-6.6pp | 76.6%-2.7pp | 71.5%+2.4pp |
| Annual return | -15.78% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $489 | $2,393-79.6% | $2,836-82.8% | $2,506-80.5% |
| Participant deferral / active EE | $3,250 | $4,658-30.2% | $4,656-30.2% | $4,310-24.6% |
| Admin fee / account holder | $149 | $174-14.4% | $7,493-98.0% | $188-20.7% |