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 ADVISORS3 years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $17,364 |
Service code 15 · EIN 90-0713048 | Recordkeeping | $14,672 |
PENTEGRA SERVICES, INC.3 years Service code 15 · EIN 13-3745616 | Recordkeeping | $8,324 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $1,205 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,922 | $41,078-56.4% | $80,569-77.8% | $71,457-74.9% |
| Participation rate | 75.5% | 50.2%+25.3pp | 67.0%+8.5pp | 67.9%+7.6pp |
| Annual return | 20.55% | 38.45%-17.9pp | 935.43%-914.9pp | 28.85%-8.3pp |
| Employer contribution / active EE | $4,936 | $1,506+227.8% | $2,723+81.2% | $2,588+90.7% |
| Participant deferral / active EE | $331 | $2,699-87.7% | $4,447-92.6% | $4,289-92.3% |
| Admin fee / account holder | $200 | $1,840-89.1% | $5,377-96.3% | $1,587-87.4% |