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 10-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, LLC4 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant loan processing; Contract... | $32,947 |
ATLASMARK FINANCIAL, INC4 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $22,779 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $3,234 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,467 | $60,323-62.8% | $81,812-72.5% | $74,495-69.8% |
| Participation rate | 78.2% | 62.9%+15.3pp | 72.3%+5.8pp | 67.2%+11.0pp |
| Annual return | 10.35% | 16.90%-6.5pp | 773.79%-763.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $3,863 | $2,620+47.4% | $2,912+32.6% | $2,623+47.3% |
| Participant deferral / active EE | $514 | $3,387-84.8% | $4,319-88.1% | $4,346-88.2% |
| Admin fee / account holder | $451 | $1,486-69.6% | $7,386-93.9% | $1,942-76.8% |