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 | Consulting (pension); Claims processi... | $8,763 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,781 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,632 | $106,110-62.7% | $147,005-73.0% | $77,671-49.0% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 24.40% | 56.77%-32.4pp | 418.76%-394.4pp | 31.21%-6.8pp |
| Employer contribution / active EE | $3,622 | $4,065-10.9% | $4,934-26.6% | $2,726+32.8% |
| Participant deferral / active EE | $7,417 | $7,992-7.2% | $8,070-8.1% | $4,648+59.6% |
| Admin fee / account holder | $190 | $338-43.9% | $13,006-98.5% | $430-55.9% |