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, LLP3+ years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $15,470 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,381 | $85,766-70.4% | $136,294-81.4% | $70,131-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.15% | 31.45%-28.3pp | 5155.94%-5152.8pp | 73.14%-70.0pp |
| Employer contribution / active EE | $4,167 | $2,966+40.5% | $4,695-11.3% | $2,342+77.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $69 | $5,420-98.7% | $9,243-99.2% | $4,645-98.5% |