See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC2+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $16,892 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Recordkeeping... | $11,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,573 | $55,453-71.9% | $170,442-90.9% | $62,292-75.0% |
| Participation rate | 59.9% | 66.4%-6.5pp | 83.6%-23.7pp | 69.5%-9.6pp |
| Annual return | 14.07% | 21.38%-7.3pp | 205.93%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $551 | $2,164-74.6% | $5,433-89.9% | $2,042-73.0% |
| Participant deferral / active EE | $898 | $2,303-61.0% | $4,939-81.8% | $3,169-71.7% |
| Admin fee / account holder | $241 | $455-47.0% | $13,880-98.3% | $479-49.7% |