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 |
|---|---|---|
PENTEGRA SERVICES, INC.8+ years Service code 14 · EIN 13-3745616 | Plan Administrator | $269,114 |
NOVUS ADVISORS8+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $101,649 |
BENEFIT SOURCE INC.7 years Service code 15 1629 EAST NORTH STREET · GREENVILLE, SC 29607 | Recordkeeping | $45,790 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $12,101 |
NEEDLES & ASSOCIATES, LLC6 years Service code 10 · EIN 51-0435869 | Accounting | $1,248 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,693 | $95,918-86.8% | $151,611-91.6% | $77,904-83.7% |
| Participation rate | 85.5% | 88.7%-3.2pp | 87.5%-2.0pp | 73.7%+11.8pp |
| Annual return | -12.34% | -5.50%-6.8pp | 3.33%-15.7pp | 12.21%-24.5pp |
| Employer contribution / active EE | $3,147 | $4,330-27.3% | $6,166-49.0% | $2,848+10.5% |
| Participant deferral / active EE | $205 | $7,508-97.3% | $8,363-97.6% | $4,806-95.7% |
| Admin fee / account holder | $229 | $93+145.3% | $11,616-98.0% | $133+72.7% |