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 |
|---|---|---|
Service code 27 200 BARTLETT DR · EL PASO, TX 79912 | Advisory (Plan) | $21,120 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 15 1601 ELM STREET · DALLAS, TX 75201 | Recordkeeping | $12,627 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,310 | $55,636-67.1% | $81,983-77.7% | $73,488-75.1% |
| Participation rate | 85.1% | 62.3%+22.8pp | 69.2%+15.9pp | 70.7%+14.5pp |
| Annual return | 11.94% | 19.07%-7.1pp | 41.31%-29.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $247 | $1,625-84.8% | $2,498-90.1% | $2,270-89.1% |
| Participant deferral / active EE | $1,634 | $2,762-40.8% | $3,722-56.1% | $3,740-56.3% |
| Admin fee / account holder | $119 | $493-75.8% | $5,664-97.9% | $513-76.7% |