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, LLC6+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Contract A... | $20,947 |
ATLASMARK FINANCIAL, INC6+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $7,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,235 | $61,156-57.1% | $185,823-85.9% | $79,386-67.0% |
| Participation rate | 69.2% | 66.6%+2.6pp | 81.7%-12.5pp | 70.7%-1.5pp |
| Annual return | 12.55% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,155 | $2,321-50.2% | $5,167-77.6% | $2,427-52.4% |
| Participant deferral / active EE | $2,077 | $2,789-25.5% | $5,568-62.7% | $4,046-48.7% |
| Admin fee / account holder | $376 | $710-47.0% | $16,237-97.7% | $626-40.0% |