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 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $5,853 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $2,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $34,052 | $106,028-67.9% | $146,958-76.8% | $77,643-56.1% |
| Participation rate | 43.8% | 78.4%-34.5pp | 82.2%-38.3pp | 70.6%-26.7pp |
| Annual return | 31.57% | 56.73%-25.2pp | 418.34%-386.8pp | 31.24%+0.3pp |
| Employer contribution / active EE | $1,305 | $4,063-67.9% | $4,933-73.5% | $2,726-52.1% |
| Participant deferral / active EE | $2,115 | $7,990-73.5% | $8,070-73.8% | $4,647-54.5% |
| Admin fee / account holder | $42 | $337-87.5% | $12,998-99.7% | $430-90.2% |