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 6-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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Recordkeeping a... | $54,647 |
Filed as: PLAN NOTICE Service code 38 · EIN 84-2459787 | Participant Communication | $21,660 |
LBMC, PC4+ years Service code 10 · EIN 62-1199757 | Accounting | $20,500 |
FREEGULLIVER, LLC1 year Filed as: FREEGULLIVER, LLC. Service code 26 · EIN 72-1498534 | Advisory (Participants) | $17,333 |
Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Named fiduciary; Direct payment from ... | $13,188 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $940 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,135 | $65,061-78.3% | $143,757-90.2% | $66,914-78.9% |
| Participation rate | 56.6% | 65.2%-8.6pp | 80.3%-23.7pp | 69.8%-13.2pp |
| Annual return | -13.14% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $256 | $2,361-89.2% | $4,951-94.8% | $2,544-90.0% |
| Participant deferral / active EE | $943 | $2,919-67.7% | $5,637-83.3% | $4,237-77.7% |
| Admin fee / account holder | $822 | $502+63.8% | $14,673-94.4% | $593+38.6% |