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 10-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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $95,130 |
FROST, PLLC10+ years Service code 10 · EIN 71-0817652 | Accounting | $16,660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,207 | $2,679,533-98.8% | $164,813-81.1% | $199,593-84.4% |
| Participation rate | 90.5% | 78.3%+12.2pp | 78.6%+11.9pp | 72.0%+18.6pp |
| Annual return | 13.84% | 17.93%-4.1pp | 69.93%-56.1pp | 34.25%-20.4pp |
| Employer contribution / active EE | $884 | $2,970-70.2% | $4,341-79.6% | $3,034-70.9% |
| Participant deferral / active EE | $2,778 | $5,010-44.6% | $6,031-53.9% | $5,087-45.4% |
| Admin fee / account holder | $89 | $1,982-95.5% | $12,690-99.3% | $269-66.8% |