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 |
|---|---|---|
MALCOLM THOMPSON & ASSOCIATES6+ years Service code 15 · EIN 26-4203770 20445 TX STATE HIGHWAY 249 · HOUSTON, TX 77070 | Recordkeeping | $996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,205 | $54,573-8.0% | $90,951-44.8% | $73,488-31.7% |
| Participation rate | 49.7% | 61.2%-11.5pp | 69.0%-19.4pp | 70.7%-21.0pp |
| Annual return | 17.20% | 16.69%+0.5pp | 134.60%-117.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $541 | $991-45.4% | $2,122-74.5% | $2,270-76.1% |
| Participant deferral / active EE | $1,628 | $2,517-35.3% | $3,373-51.7% | $3,740-56.5% |
| Admin fee / account holder | $318 | $521-39.0% | $5,959-94.7% | $513-38.0% |