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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $11,922 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,964 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,759 | $55,416-75.2% | $75,972-81.9% | $77,643-82.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 12.72% | 17.07%-4.4pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,848 | $1,788+171.2% | $2,685+80.6% | $2,726+77.9% |
| Participant deferral / active EE | $2,333 | $3,447-32.3% | $4,255-45.2% | $4,647-49.8% |
| Admin fee / account holder | $64 | $414-84.6% | $6,467-99.0% | $430-85.2% |