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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $135,352 |
Filed as: IFP DBA SHERIDAN ROAD ADVISORS, LLC Service code 26 · EIN 13-4284240 | Advisory (Participants) | $126,887 |
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $30,000 |
MATRIX TRUST COMPANY1+ years Filed as: MG/MATRIX TRUST Service code 19 700 17TH STREET · DENVER, CO 80202 | Securities Custodian | $17,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,531 | $44,989-58.8% | $170,442-89.1% | $77,958-76.2% |
| Participation rate | 54.4% | 64.6%-10.2pp | 83.6%-29.2pp | 71.6%-17.3pp |
| Annual return | 17.66% | 19.61%-2.0pp | 205.93%-188.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $479 | $1,466-67.3% | $5,433-91.2% | $2,310-79.3% |
| Participant deferral / active EE | $2,154 | $2,208-2.4% | $4,939-56.4% | $3,537-39.1% |
| Admin fee / account holder | $147 | $69+113.7% | $13,880-98.9% | $97+51.3% |