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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $18,232 |
Filed as: AUSDALE FINANCIAL PARTNERS, INC Service code 27 · EIN 42-1129623 | Advisory (Plan) | $16,716 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,024 | $44,960+15.7% | $84,966-38.8% | $74,495-30.2% |
| Participation rate | 86.3% | 49.4%+36.9pp | 67.5%+18.8pp | 67.2%+19.1pp |
| Annual return | 14.58% | 26.24%-11.7pp | 66.38%-51.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,678 | $1,457+15.2% | $2,727-38.5% | $2,623-36.0% |
| Participant deferral / active EE | $3,238 | $2,731+18.6% | $4,519-28.3% | $4,346-25.5% |
| Admin fee / account holder | $311 | $2,209-85.9% | $6,149-94.9% | $1,942-84.0% |