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 | Claims processing; Direct payment fro... | $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 | $106,028-62.6% | $146,958-73.0% | $77,643-49.0% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 24.40% | 56.73%-32.3pp | 418.34%-393.9pp | 31.24%-6.8pp |
| Employer contribution / active EE | $3,622 | $4,063-10.9% | $4,933-26.6% | $2,726+32.9% |
| Participant deferral / active EE | $7,417 | $7,990-7.2% | $8,070-8.1% | $4,647+59.6% |
| Admin fee / account holder | $190 | $337-43.8% | $12,998-98.5% | $430-56.0% |