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 |
|---|---|---|
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $14,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,144 | $72,177-70.7% | $115,037-81.6% | $59,632-64.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $4,839 | $2,841+70.3% | $4,608+5.0% | $2,203+119.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $68 | $4,927-98.6% | $8,175-99.2% | $4,297-98.4% |