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, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TX 78729 | Claims processing; Contract Administr... | $34,721 |
ATLASMARK FINANCIAL, INC1 year Filed as: ATLASMARK FINANCIAL, INC. Service code 16 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TN 78729 | Consulting | $20,072 |
CELERITY ADVISORS LLC1 year Service code 99 · EIN 82-2476384 | Other Fees | $4,387 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,307 | $44,873-48.1% | $79,464-70.7% | $56,287-58.6% |
| Participation rate | 61.4% | 68.7%-7.3pp | 73.3%-11.9pp | 69.9%-8.4pp |
| Annual return | -35.52% | 0.81%-36.3pp | 718.14%-753.7pp | -9.96%-25.6pp |
| Employer contribution / active EE | $3,095 | $2,140+44.6% | $2,800+10.5% | $2,111+46.6% |
| Participant deferral / active EE | $1,249 | $2,746-54.5% | $3,704-66.3% | $3,350-62.7% |
| Admin fee / account holder | $477 | $418+14.0% | $5,113-90.7% | $521-8.4% |