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 5-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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 | Recordkeeping | $2,633 |
NOVUS ADVISORS1 year Service code 27 · EIN 80-0717897 | Advisory (Plan) | $309 |
Service code 15 · EIN 90-0713048 | Recordkeeping | $261 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $75 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,170 | $79,694-96.0% | $96,139-96.7% | $79,386-96.0% |
| Participation rate | 17.6% | 54.0%-36.4pp | 68.4%-50.8pp | 70.7%-53.1pp |
| Annual return | 24.33% | 40.84%-16.5pp | 191.94%-167.6pp | 116.85%-92.5pp |
| Employer contribution / active EE | $790 | $1,443-45.2% | $2,797-71.7% | $2,427-67.4% |
| Participant deferral / active EE | $92 | $2,539-96.4% | $4,349-97.9% | $4,046-97.7% |
| Admin fee / account holder | $76 | $630-87.9% | $5,537-98.6% | $626-87.8% |