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 |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 717 17TH ST · DENVER, CO 80202 | Securities Custodian | $91,073 |
RETIREMENT PLANOLOGY INC1 year Service code 27 890 N WASHINGTON ST · ALEXANDRIA, VA 22314 | Advisory (Plan) | $2,414 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80015 | Recordkeeping Fees | $517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,777 | $101,317-46.9% | $146,958-63.4% | $74,495-27.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -0.42% | 8730.91%-8731.3pp | 418.34%-418.8pp | 1364.94%-1365.4pp |
| Employer contribution / active EE | $5,026 | $3,810+31.9% | $4,933+1.9% | $2,623+91.6% |
| Participant deferral / active EE | $6,154 | $7,303-15.7% | $8,070-23.7% | $4,346+41.6% |
| Admin fee / account holder | $359 | $1,739-79.4% | $12,998-97.2% | $1,942-81.5% |