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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,144 |
AUSTIN MONEY MANAGEMENT4 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $33,804 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,427 | $89,588-49.3% | $136,007-66.6% | $77,643-41.5% |
| Participation rate | 94.1% | 74.3%+19.8pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 14.84% | 17.42%-2.6pp | 579.32%-564.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $990 | $3,491-71.7% | $4,217-76.5% | $2,726-63.7% |
| Participant deferral / active EE | $4,734 | $5,591-15.3% | $7,025-32.6% | $4,647+1.9% |
| Admin fee / account holder | $159 | $539-70.5% | $6,858-97.7% | $430-63.1% |