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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,516 |
Filed as: AMEGY INVESTMENTS INC Service code 27 · EIN 76-0028668 | Advisory (Plan) | $12,391 |
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 | $79,538 | $53,412+48.9% | $68,509+16.1% | $52,331+52.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 0.00% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $5,301 | $1,607+229.8% | $2,278+132.7% | $1,882+181.7% |
| Participant deferral / active EE | $8,314 | $2,688+209.3% | $3,382+145.8% | $3,022+175.1% |
| Admin fee / account holder | $260 | $461-43.6% | $5,275-95.1% | $592-56.1% |