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 |
|---|---|---|
ATLASMARK FINANCIAL, INC1 year Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $3,944 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping fees; Claims processing... | $2,104 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Other services; Custodial (securities... | $526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,481 | $77,503-6.5% | $100,391-27.8% | $80,856-10.4% |
| Participation rate | 61.8% | 76.9%-15.1pp | 81.5%-19.6pp | 67.6%-5.8pp |
| Annual return | 13.04% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,388 | $6,820+81.6% | $8,082+53.3% | $4,296+188.4% |
| Admin fee / account holder | $242 | $5,897-95.9% | $7,899-96.9% | $6,918-96.5% |