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, LLP4+ years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $17,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,226 | $77,813-53.4% | $123,544-70.7% | $64,186-43.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 42.58% | 12.48%+30.1pp | 119.20%-76.6pp | 7.63%+34.9pp |
| Employer contribution / active EE | $3,274 | $3,014+8.6% | $4,628-29.3% | $2,381+37.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $81 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |