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, LLC5+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant loan processing; Legal; R... | $16,944 |
ATLASMARK FINANCIAL, INC5+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $5,752 |
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 | $22,632 | $58,879-61.6% | $178,490-87.3% | $73,488-69.2% |
| Participation rate | 63.5% | 66.2%-2.8pp | 81.9%-18.5pp | 70.7%-7.2pp |
| Annual return | 12.59% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $961 | $2,236-57.0% | $5,011-80.8% | $2,270-57.7% |
| Participant deferral / active EE | $1,548 | $2,567-39.7% | $5,202-70.2% | $3,740-58.6% |
| Admin fee / account holder | $273 | $400-31.8% | $13,984-98.0% | $513-46.8% |