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, LLC7+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Claims pro... | $21,607 |
ATLASMARK FINANCIAL, INC7+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $7,658 |
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 | $23,200 | $46,292-49.9% | $143,757-83.9% | $64,808-64.2% |
| Participation rate | 53.9% | 64.2%-10.3pp | 80.3%-26.4pp | 71.5%-17.5pp |
| Annual return | -14.82% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $904 | $1,910-52.7% | $4,951-81.7% | $2,506-63.9% |
| Participant deferral / active EE | $1,635 | $2,646-38.2% | $5,637-71.0% | $4,310-62.1% |
| Admin fee / account holder | $351 | $154+128.6% | $14,673-97.6% | $188+87.1% |