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, LLC8+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Legal; Claims processing; Participant... | $23,828 |
ATLASMARK FINANCIAL, INC8+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $8,455 |
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 | $27,105 | $47,126-42.5% | $149,673-81.9% | $74,419-63.6% |
| Participation rate | 56.0% | 63.4%-7.4pp | 78.8%-22.7pp | 70.7%-14.7pp |
| Annual return | 13.83% | 22.75%-8.9pp | 134.42%-120.6pp | 34.38%-20.5pp |
| Employer contribution / active EE | $937 | $1,905-50.8% | $4,818-80.6% | $2,637-64.5% |
| Participant deferral / active EE | $1,657 | $2,728-39.3% | $5,680-70.8% | $4,528-63.4% |
| Admin fee / account holder | $359 | $343+4.7% | $13,210-97.3% | $348+3.1% |