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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $15,046 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $128 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,396 | $34,934+30.0% | $56,411-19.5% | $74,495-39.1% |
| Participation rate | 72.0% | 32.8%+39.2pp | 52.5%+19.6pp | 67.2%+4.8pp |
| Annual return | 13.61% | 25.94%-12.3pp | 1701.33%-1687.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $288 | $609-52.8% | $1,039-72.3% | $2,623-89.0% |
| Participant deferral / active EE | $987 | $1,170-15.7% | $1,952-49.4% | $4,346-77.3% |
| Admin fee / account holder | $124 | $2,364-94.7% | $2,829-95.6% | $1,942-93.6% |