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 |
|---|---|---|
ATLASMARK FINANCIAL, INC3+ years Filed as: ATLASMARK FINANCIAL SERVICES, INC Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $68,995 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Recordkeeping... | $65,742 |
PEGGY S. EDGE, CPA, LLC4+ years Service code 10 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $8,000 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 12 200 LIBERTY STREET · NEW YORK, NY 10281 | Claims processing; Custodial (securit... | $5,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,815 | $43,999-55.0% | $79,464-75.1% | $55,725-64.4% |
| Participation rate | 72.1% | 66.9%+5.1pp | 73.3%-1.3pp | 70.9%+1.2pp |
| Annual return | -6.70% | 1.81%-8.5pp | 718.14%-724.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,812 | $1,830+53.7% | $2,800+0.4% | $2,078+35.3% |
| Participant deferral / active EE | $719 | $2,538-71.7% | $3,704-80.6% | $3,356-78.6% |
| Admin fee / account holder | $405 | $118+244.8% | $5,113-92.1% | $115+251.9% |