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, INC1 year Filed as: ATLASMARK FINANCIAL, INC. Service code 27 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Advisory (Plan) | $78,800 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 50 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Direct Payment | $77,000 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 18 200 SEAPORT BLVD · BOSTON, MA 02210 | Custodial (other than securities) | $9,000 |
Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,500 |
Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY S EDGE CPA LLC Service code 10 · EIN 26-4527814 1460 E WHITESTONE BLVD, SUITE 285 · CEDAR PARK, TX 78613 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,978 | $60,795+80.9% | $69,455+58.3% | $65,185+68.7% |
| Participation rate | 81.8% | 74.9%+7.0pp | 74.6%+7.2pp | 70.2%+11.6pp |
| Annual return | 19.42% | 17.46%+2.0pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,446 | $2,452-0.2% | $2,779-12.0% | $2,177+12.4% |
| Participant deferral / active EE | $5,690 | $3,162+80.0% | $3,535+60.9% | $3,514+61.9% |
| Admin fee / account holder | $942 | $314+200.3% | $3,839-75.5% | $847+11.2% |