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, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Legal; Claims processing; Recordkeepi... | $50,688 |
ATLASMARK FINANCIAL, INC1 year Filed as: ATLASMARK FINANCIAL, INC. Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $32,492 |
PEGGY S. EDGE, CPA, LLC9+ years Service code 10 P.O. BOX 204151 · AUSTIN, TX 78720 | Accounting | $17,080 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $7,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,179 | $52,208-53.7% | $86,612-72.1% | $74,419-67.5% |
| Participation rate | 88.3% | 66.3%+22.0pp | 71.7%+16.6pp | 70.7%+17.6pp |
| Annual return | 14.60% | 44.46%-29.9pp | 591.07%-576.5pp | 34.38%-19.8pp |
| Employer contribution / active EE | $5,029 | $2,282+120.4% | $3,022+66.4% | $2,637+90.7% |
| Participant deferral / active EE | $922 | $3,383-72.7% | $4,438-79.2% | $4,528-79.6% |
| Admin fee / account holder | $316 | $319-0.8% | $5,614-94.4% | $348-9.1% |