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 | $34,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,269 | $64,871+36.1% | $129,110-31.6% | $66,914+31.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.3%+22.7pp | 69.8%+30.2pp |
| Annual return | 4.80% | -12.21%+17.0pp | -10.94%+15.7pp | 1.58%+3.2pp |
| Employer contribution / active EE | $1,570 | $3,741-58.0% | $5,052-68.9% | $2,544-38.3% |
| Participant deferral / active EE | $8,579 | $5,090+68.6% | $6,542+31.1% | $4,237+102.5% |
| Admin fee / account holder | $12 | $629-98.1% | $14,302-99.9% | $593-98.0% |