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 9-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 | Recordkeeping and information managem... | $12,670 |
THE NORDEN GROUP2 years Service code 26 · EIN 83-1089834 | Advisory (Participants) | $6,143 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $527 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,487 | $65,061-83.9% | $143,757-92.7% | $66,914-84.3% |
| Participation rate | 87.2% | 65.2%+22.0pp | 80.3%+6.9pp | 69.8%+17.4pp |
| Annual return | -18.42% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,005 | $2,361-57.4% | $4,951-79.7% | $2,544-60.5% |
| Participant deferral / active EE | $2,143 | $2,919-26.6% | $5,637-62.0% | $4,237-49.4% |
| Admin fee / account holder | $142 | $502-71.7% | $14,673-99.0% | $593-76.1% |