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, INC. Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $113,300 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $70,432 |
PEGGY S. EDGE, CPA, LLC11+ years Service code 10 P.O. BOX 204151 · AUSTIN, TX 78720 | Accounting | $9,500 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $0 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Other services; Cu... | $0 |
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 | $35,685 | $61,058-41.6% | $71,209-49.9% | $85,563-58.3% |
| Participation rate | 86.1% | 58.6%+27.6pp | 73.8%+12.4pp | 66.0%+20.2pp |
| Annual return | 13.48% | 100.41%-86.9pp | 282.51%-269.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $4,602 | $2,199+109.3% | $2,721+69.1% | $2,654+73.4% |
| Participant deferral / active EE | $1,079 | $3,173-66.0% | $4,175-74.2% | $4,375-75.3% |
| Admin fee / account holder | $450 | $855-47.3% | $5,349-91.6% | $834-46.0% |