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 |
|---|---|---|
AUSTIN MONEY MANAGEMENT3 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $18,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,065 |
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 | $46,045 | $65,061-29.2% | $143,757-68.0% | $66,914-31.2% |
| Participation rate | 80.5% | 65.2%+15.3pp | 80.3%+0.2pp | 69.8%+10.7pp |
| Annual return | -20.00% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $932 | $2,361-60.5% | $4,951-81.2% | $2,544-63.4% |
| Participant deferral / active EE | $4,330 | $2,919+48.4% | $5,637-23.2% | $4,237+2.2% |
| Admin fee / account holder | $184 | $502-63.4% | $14,673-98.7% | $593-69.0% |