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 |
|---|---|---|
EP WEALTH ADVISORS LLC1 year Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $33,902 |
Service code 12 · EIN 82-1222973 | Other fees; Direct payment from the p... | $14,869 |
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Recordkeeping fees; O... | $14,263 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $1,784 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,451 | $66,402-28.5% | $109,895-56.8% | $85,850-44.7% |
| Participation rate | 95.5% | 63.9%+31.6pp | 74.2%+21.2pp | 69.3%+26.1pp |
| Annual return | 13.45% | 19.59%-6.1pp | 29.45%-16.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,760 | $1,687+4.3% | $2,842-38.1% | $2,565-31.4% |
| Participant deferral / active EE | $4,155 | $2,842+46.2% | $4,048+2.7% | $3,952+5.2% |
| Admin fee / account holder | $460 | $4,557-89.9% | $6,066-92.4% | $6,260-92.7% |