Filed September 17, 2026 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $30,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,991 | $82,274-2.8% | $152,466-47.5% | $79,386+0.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | 38.89% | 7959.84%-7921.0pp | 757.33%-718.4pp | 116.85%-78.0pp |
| Employer contribution / active EE | $1,069 | $3,613-70.4% | $4,327-75.3% | $2,427-56.0% |
| Participant deferral / active EE | $6,216 | $4,969+25.1% | $5,820+6.8% | $4,046+53.6% |
| Admin fee / account holder | $16 | $632-97.5% | $15,805-99.9% | $626-97.5% |