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 8-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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Service code 15 · EIN 76-0500416 | Recordkeeping | $29,438 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $1,005 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,401 | $82,917-95.9% | $103,333-96.7% | $77,643-95.6% |
| Participation rate | 96.5% | 71.6%+25.0pp | 74.5%+22.0pp | 70.6%+26.0pp |
| Annual return | 6.28% | 19.13%-12.8pp | 24.88%-18.6pp | 31.24%-25.0pp |
| Employer contribution / active EE | $1,210 | $3,552-65.9% | $3,868-68.7% | $2,726-55.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $39 | $638-93.9% | $8,355-99.5% | $430-90.9% |