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 |
|---|---|---|
NOVUS ADVISORS2 years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $7,283 |
Service code 15 · EIN 90-0713048 | Recordkeeping | $6,155 |
PENTEGRA SERVICES, INC.2 years Service code 15 · EIN 13-3745616 | Recordkeeping | $3,182 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $450 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,375 | $37,393-64.2% | $77,024-82.6% | $66,914-80.0% |
| Participation rate | 68.8% | 52.9%+15.9pp | 67.9%+0.9pp | 69.8%-1.0pp |
| Annual return | 1393.56% | -3.29%+1396.9pp | 42.32%+1351.2pp | 1.58%+1392.0pp |
| Employer contribution / active EE | $2,681 | $1,531+75.1% | $2,812-4.7% | $2,544+5.4% |
| Participant deferral / active EE | $92 | $2,617-96.5% | $4,426-97.9% | $4,237-97.8% |
| Admin fee / account holder | $89 | $567-84.3% | $5,425-98.4% | $593-85.0% |