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 |
|---|---|---|
ATLASMARK FINANCIAL, INC2+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $83,520 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $76,379 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $9,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,247 | $63,156+38.1% | $122,332-28.7% | $62,292+40.1% |
| Participation rate | 74.0% | 60.0%+14.0pp | 71.6%+2.4pp | 69.5%+4.5pp |
| Annual return | 17.06% | 20.61%-3.6pp | 30.27%-13.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,809 | $1,385+175.1% | $4,050-6.0% | $2,042+86.5% |
| Participant deferral / active EE | $4,806 | $2,321+107.1% | $3,287+46.2% | $3,169+51.6% |
| Admin fee / account holder | $907 | $440+106.2% | $5,478-83.4% | $479+89.2% |