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, LLC7+ years Filed as: EMPLOYEE INCENTIVE PLANS Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $44,826 |
ATLASMARK FINANCIAL, INC6+ years Filed as: ATLASMARK FINANCIAL SERVICES, INC Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $28,094 |
PEGGY S. EDGE, CPA, LLC7+ years Service code 10 · EIN 26-4527814 | Accounting | $8,000 |
NATIONAL FINANCIAL SERVICES7+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 12 200 LIBERTY STREET · NEW YORK, NY 10281 | Custodial (securities); Claims proces... | $6,743 |
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 | $22,038 | $58,290-62.2% | $98,442-77.6% | $86,799-74.6% |
| Participation rate | 88.6% | 68.3%+20.3pp | 73.3%+15.3pp | 72.3%+16.3pp |
| Annual return | 18.24% | 43.48%-25.2pp | 1492.73%-1474.5pp | 97.91%-79.7pp |
| Employer contribution / active EE | $4,831 | $2,008+140.6% | $2,960+63.2% | $2,405+100.9% |
| Participant deferral / active EE | $896 | $3,152-71.6% | $4,276-79.1% | $4,131-78.3% |
| Admin fee / account holder | $256 | $138+86.0% | $5,949-95.7% | $170+51.1% |