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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Participant commun... | $15,372 |
ATLASMARK FINANCIAL, INC4+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $5,009 |
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 | $19,051 | $52,953-64.0% | $172,739-89.0% | $65,185-70.8% |
| Participation rate | 61.1% | 66.2%-5.1pp | 82.6%-21.5pp | 70.2%-9.1pp |
| Annual return | 23.86% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.5pp |
| Employer contribution / active EE | $844 | $2,190-61.4% | $5,143-83.6% | $2,177-61.2% |
| Participant deferral / active EE | $1,257 | $2,471-49.1% | $5,198-75.8% | $3,514-64.2% |
| Admin fee / account holder | $279 | $472-40.9% | $13,954-98.0% | $847-67.1% |