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, LLC2 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping fees; Contract Administ... | $58,478 |
ATLASMARK FINANCIAL, INC2 years Filed as: ATLASMARK FINANCIAL, INC. Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $35,657 |
PEGGY S. EDGE, CPA, LLC10+ years Service code 10 P.O. BOX 204151 · AUSTIN, TX 78720 | Accounting | $9,000 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $5,705 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,125 | $65,908-54.3% | $81,812-63.2% | $77,643-61.2% |
| Participation rate | 86.9% | 65.8%+21.1pp | 72.3%+14.5pp | 70.6%+16.3pp |
| Annual return | 10.61% | 26.64%-16.0pp | 773.79%-763.2pp | 31.24%-20.6pp |
| Employer contribution / active EE | $5,609 | $2,370+136.6% | $2,912+92.6% | $2,726+105.8% |
| Participant deferral / active EE | $1,055 | $3,505-69.9% | $4,319-75.6% | $4,647-77.3% |
| Admin fee / account holder | $425 | $526-19.3% | $7,386-94.3% | $430-1.3% |