See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6 years Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Recordkeeping... | $44,499 |
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL, LLC Service code 26 PO BOX 2208 · WACO, TX 76703 | Advisory (Participants) | $15,430 |
MATRIX TRUST COMPANY1 year Service code 12 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Custodial (securities); Other service... | $8,459 |
ATLASMARK FINANCIAL, INC6 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $0 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Other services; Claims processing; Cu... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,741 | $119,446-63.4% | $150,045-70.8% | $85,563-48.9% |
| Participation rate | 53.5% | 75.4%-22.0pp | 82.3%-28.9pp | 66.0%-12.5pp |
| Annual return | 15.58% | 23.72%-8.1pp | 62.55%-47.0pp | 31.51%-15.9pp |
| Employer contribution / active EE | $996 | $4,078-75.6% | $4,693-78.8% | $2,654-62.5% |
| Participant deferral / active EE | $3,252 | $7,985-59.3% | $7,997-59.3% | $4,375-25.7% |
| Admin fee / account holder | $352 | $548-35.7% | $13,435-97.4% | $834-57.8% |