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 5-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 26 836 E AMBLER AVE · ABILENE, TX 79601 | Advisory (Participants) | $20,729 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,147 | $61,272-76.9% | $149,673-90.5% | $71,457-80.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 88.84% | 35.85%+53.0pp | 134.42%-45.6pp | 28.85%+60.0pp |
| Employer contribution / active EE | $3,361 | $2,378+41.3% | $4,818-30.2% | $2,588+29.9% |
| Participant deferral / active EE | $6,208 | $2,917+112.8% | $5,680+9.3% | $4,289+44.7% |
| Admin fee / account holder | $95 | $1,261-92.4% | $13,210-99.3% | $1,587-94.0% |