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 Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $12,006 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping fees; Contract Administ... | $10,404 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $2,101 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,050 | $77,503-44.5% | $100,391-57.1% | $80,856-46.8% |
| Participation rate | 78.7% | 76.9%+1.7pp | 81.5%-2.8pp | 67.6%+11.1pp |
| Annual return | 14.11% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,579 | $2,801+27.8% | $3,942-9.2% | $2,755+29.9% |
| Participant deferral / active EE | $6,480 | $6,820-5.0% | $8,082-19.8% | $4,296+50.9% |
| Admin fee / account holder | $248 | $5,897-95.8% | $7,899-96.9% | $6,918-96.4% |