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 | $61,847 |
AUSTIN MONEY MANAGEMENT5 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $38,454 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,714 | $102,204-45.5% | $145,661-61.8% | $85,563-34.9% |
| Participation rate | 95.1% | 70.6%+24.6pp | 77.2%+17.9pp | 66.0%+29.2pp |
| Annual return | 20.70% | 16.68%+4.0pp | 101.46%-80.8pp | 31.51%-10.8pp |
| Employer contribution / active EE | $1,341 | $3,600-62.8% | $4,238-68.4% | $2,654-49.5% |
| Participant deferral / active EE | $5,821 | $5,729+1.6% | $7,198-19.1% | $4,375+33.0% |
| Admin fee / account holder | $189 | $647-70.8% | $12,466-98.5% | $834-77.4% |