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 9-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 |
|---|---|---|
Filed as: FONDREN OAKS CAPITAL MGMT Service code 27 · EIN 82-3258348 | Advisory (Plan) | $27,981 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,918 |
RETIREMENT HORIZONS INC.4+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $13,956 |
HAM, LANGSTON & BREZINA, LLP4+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $11,080 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 21 · EIN 84-0519832 | Bank Trustee | $180 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,442 | $40,174-16.8% | $84,015-60.2% | $67,579-50.5% |
| Participation rate | 96.4% | 62.7%+33.7pp | 69.0%+27.4pp | 71.3%+25.1pp |
| Annual return | 18.69% | 25.82%-7.1pp | 71.31%-52.6pp | 378.56%-359.9pp |
| Employer contribution / active EE | $316 | $808-60.9% | $1,983-84.1% | $2,148-85.3% |
| Participant deferral / active EE | $1,732 | $2,301-24.7% | $3,239-46.5% | $3,539-51.1% |
| Admin fee / account holder | $135 | $128+5.0% | $6,101-97.8% | $142-5.3% |