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 8-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,961 |
Service code 27 2800 NORTH LOOP WEST · HOUSTON, TX 77092 | Advisory (Plan) | $21,250 |
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 | $90,618 | $59,186+53.1% | $76,768+18.0% | $56,287+61.0% |
| Participation rate | 96.3% | 75.2%+21.0pp | 77.0%+19.3pp | 69.9%+26.4pp |
| Annual return | 2.90% | 6.62%-3.7pp | 2.43%+0.5pp | -9.96%+12.9pp |
| Employer contribution / active EE | $6,125 | $1,759+248.3% | $2,485+146.5% | $2,111+190.2% |
| Participant deferral / active EE | $8,054 | $3,255+147.5% | $3,852+109.1% | $3,350+140.4% |
| Admin fee / account holder | $142 | $489-71.0% | $6,675-97.9% | $521-72.8% |