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, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78759 | Legal; Participant communication; Par... | $60,858 |
ATLASMARK FINANCIAL, INC2+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $23,527 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $4,358 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,975 | $51,466+28.2% | $78,778-16.3% | $62,292+5.9% |
| Participation rate | 40.0% | 59.8%-19.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 16.97% | 19.96%-3.0pp | 35.62%-18.7pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,566 | $827+89.3% | $1,986-21.1% | $2,042-23.3% |
| Participant deferral / active EE | $2,237 | $2,147+4.2% | $2,958-24.4% | $3,169-29.4% |
| Admin fee / account holder | $768 | $489+57.0% | $5,134-85.0% | $479+60.3% |