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 10-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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $14,018 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $448 |
MATRIX TRUST COMPANY1 year Service code 19 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,339 | $84,487-85.4% | $125,339-90.2% | $66,914-81.6% |
| Participation rate | 87.2% | 76.4%+10.8pp | 82.4%+4.8pp | 69.8%+17.4pp |
| Annual return | 18.50% | -8.39%+26.9pp | 572.05%-553.6pp | 1.58%+16.9pp |
| Employer contribution / active EE | $2,901 | $3,553-18.3% | $4,814-39.7% | $2,544+14.0% |
| Participant deferral / active EE | $5,124 | $6,781-24.4% | $7,446-31.2% | $4,237+20.9% |
| Admin fee / account holder | $127 | $685-81.5% | $10,010-98.7% | $593-78.7% |