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 |
|---|---|---|
Service code 15 · EIN 45-5614715 6300 BEE CAVE ROAD BUILDING ONE · AUSTIN, TX 78746 | Recordkeeping | $38,666 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,930 | $65,557-4.0% | $105,738-40.5% | $56,287+11.8% |
| Participation rate | 31.2% | 63.4%-32.2pp | 76.3%-45.2pp | 69.9%-38.7pp |
| Annual return | -7.59% | -1.32%-6.3pp | 6.27%-13.9pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,187 | $1,788-33.6% | $3,268-63.7% | $2,111-43.7% |
| Participant deferral / active EE | $2,237 | $2,418-7.5% | $4,080-45.2% | $3,350-33.2% |
| Admin fee / account holder | $569 | $561+1.3% | $6,913-91.8% | $521+9.2% |