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, LLC2 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Contract Administr... | $4,147 |
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 | $57,016 | $69,477-17.9% | $94,646-39.8% | $71,457-20.2% |
| Participation rate | 62.2% | 78.4%-16.3pp | 80.8%-18.6pp | 67.9%-5.7pp |
| Annual return | 19.74% | 29.66%-9.9pp | 156.71%-137.0pp | 28.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,612 | $7,345+44.5% | $7,418+43.1% | $4,289+147.4% |
| Admin fee / account holder | $177 | $1,210-85.4% | $7,231-97.6% | $1,587-88.8% |