See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Recordkeeping and ... | $5,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,566 | $58,320-30.4% | $86,436-53.1% | $66,914-39.4% |
| Participation rate | 59.1% | 78.6%-19.5pp | 80.3%-21.2pp | 69.8%-10.7pp |
| Annual return | 12.40% | -9.71%+22.1pp | 4394.89%-4382.5pp | 1.58%+10.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,358 | $6,899+21.1% | $6,952+20.2% | $4,237+97.3% |
| Admin fee / account holder | $126 | $546-76.9% | $6,731-98.1% | $593-78.8% |