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, INC1 year Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $7,987 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $7,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $58,320-53.7% | $86,436-68.7% | $66,914-59.6% |
| Participation rate | 62.9% | 78.6%-15.7pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -16.12% | -9.71%-6.4pp | 4394.89%-4411.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,523 | $2,615-41.8% | $3,769-59.6% | $2,544-40.1% |
| Participant deferral / active EE | $2,540 | $6,899-63.2% | $6,952-63.5% | $4,237-40.0% |
| Admin fee / account holder | $171 | $546-68.6% | $6,731-97.5% | $593-71.1% |