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, INC3+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $94,787 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Claims pro... | $85,234 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $10,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,174 | $44,221+97.1% | $121,196-28.1% | $56,287+54.9% |
| Participation rate | 75.4% | 61.1%+14.3pp | 71.7%+3.6pp | 69.9%+5.5pp |
| Annual return | -7.61% | -3.58%-4.0pp | 16.93%-24.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $3,121 | $1,480+110.9% | $4,022-22.4% | $2,111+47.8% |
| Participant deferral / active EE | $4,898 | $2,521+94.3% | $3,344+46.5% | $3,350+46.2% |
| Admin fee / account holder | $1,034 | $480+115.2% | $5,019-79.4% | $521+98.4% |