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 |
|---|---|---|
AUSTIN MONEY MANAGEMENT4 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $19,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,375 | $61,272-12.9% | $149,673-64.3% | $71,457-25.3% |
| Participation rate | 85.1% | 62.5%+22.6pp | 78.8%+6.3pp | 67.9%+17.1pp |
| Annual return | 22.09% | 35.85%-13.8pp | 134.42%-112.3pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,476 | $2,378-37.9% | $4,818-69.4% | $2,588-43.0% |
| Participant deferral / active EE | $6,310 | $2,917+116.3% | $5,680+11.1% | $4,289+47.1% |
| Admin fee / account holder | $167 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |