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, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Legal; Claims processing; Recordkeepi... | $29,477 |
ATLASMARK FINANCIAL, INC3 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $18,422 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,590 | $58,264-62.9% | $86,612-75.1% | $71,457-69.8% |
| Participation rate | 96.6% | 65.0%+31.6pp | 71.7%+24.9pp | 67.9%+28.7pp |
| Annual return | 19.10% | 21.63%-2.5pp | 591.07%-572.0pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,480 | $2,574+74.1% | $3,022+48.2% | $2,588+73.1% |
| Participant deferral / active EE | $413 | $3,436-88.0% | $4,438-90.7% | $4,289-90.4% |
| Admin fee / account holder | $340 | $1,057-67.8% | $5,614-93.9% | $1,587-78.6% |