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 7-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 |
|---|---|---|
LAURA CABALLERO1+ years Filed as: LAURA M GORTON Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $30,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,302 | $52,953-88.1% | $172,739-96.4% | $65,185-90.3% |
| Participation rate | 57.7% | 66.2%-8.5pp | 82.6%-25.0pp | 70.2%-12.5pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,180 | $2,190-46.1% | $5,143-77.1% | $2,177-45.8% |
| Participant deferral / active EE | $1,310 | $2,471-47.0% | $5,198-74.8% | $3,514-62.7% |
| Admin fee / account holder | $10 | $472-97.9% | $13,954-99.9% | $847-98.8% |