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 MANAGEMENT5 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $25,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,355 | $50,815-6.8% | $155,509-69.5% | $77,643-39.0% |
| Participation rate | 79.4% | 63.1%+16.3pp | 78.2%+1.2pp | 70.6%+8.9pp |
| Annual return | 16.30% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $730 | $1,993-63.4% | $4,672-84.4% | $2,726-73.2% |
| Participant deferral / active EE | $4,522 | $2,822+60.2% | $5,626-19.6% | $4,647-2.7% |
| Admin fee / account holder | $155 | $437-64.5% | $15,912-99.0% | $430-64.0% |