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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Participant loan p... | $26,193 |
ATLASMARK FINANCIAL, INC1 year Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $13,588 |
Participant contribution per participant 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 | $18,655 | $63,745-70.7% | $98,442-81.1% | $79,386-76.5% |
| Participation rate | 83.5% | 69.9%+13.7pp | 73.3%+10.2pp | 70.7%+12.8pp |
| Annual return | 14.78% | 625.80%-611.0pp | 1492.73%-1477.9pp | 116.85%-102.1pp |
| Employer contribution / active EE | $4,439 | $2,557+73.6% | $2,960+50.0% | $2,427+82.9% |
| Participant deferral / active EE | $536 | $3,303-83.8% | $4,276-87.5% | $4,046-86.7% |
| Admin fee / account holder | $282 | $516-45.2% | $5,949-95.3% | $626-54.9% |