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 |
|---|---|---|
COLEMANS COUNTRY STATE BANK2 years Service code 26 836 E AMBLER AVE · ABILENE, TX 79601 | Advisory (Participants) | $49,390 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,739 | $79,013-71.2% | $100,391-77.3% | $74,495-69.5% |
| Participation rate | 98.2% | 79.5%+18.7pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 20.55% | 20.41%+0.1pp | 49.20%-28.7pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $3,836 | $3,021+27.0% | $3,942-2.7% | $2,623+46.3% |
| Participant deferral / active EE | $7,244 | $7,760-6.7% | $8,082-10.4% | $4,346+66.7% |
| Admin fee / account holder | $199 | $1,320-84.9% | $7,899-97.5% | $1,942-89.7% |