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, LLC8+ years Filed as: EMPLOYEE INCENTIVE PLANS Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Legal; Record... | $46,343 |
ATLASMARK FINANCIAL, INC7+ years Filed as: ATLASMARK FINANCIAL SERVICES, INC Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $29,712 |
NATIONAL FINANCIAL SERVICES8+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 12 200 LIBERTY STREET · NEW YORK, NY 10281 | Custodial (securities); Claims proces... | $7,131 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,829 | $47,722-56.4% | $82,719-74.8% | $64,808-67.9% |
| Participation rate | 90.3% | 67.6%+22.7pp | 72.6%+17.8pp | 71.5%+18.9pp |
| Annual return | -16.28% | -13.05%-3.2pp | 701.18%-717.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $5,156 | $2,179+136.6% | $3,009+71.4% | $2,506+105.8% |
| Participant deferral / active EE | $975 | $3,329-70.7% | $4,395-77.8% | $4,310-77.4% |
| Admin fee / account holder | $261 | $143+82.9% | $5,329-95.1% | $188+39.2% |