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 4-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: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-4048464 | Recordkeeping | $7,266 |
Service code 26 · EIN 20-8073773 | Advisory (Participants) | $5,606 |
ALTA TRUST1 year Filed as: ALTA TRUST COMPANY Service code 21 · EIN 45-5361070 | Bank Trustee | $1,040 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, LLC Service code 19 · EIN 20-1591048 | Securities Custodian | $548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,669 | $65,435-73.0% | $86,677-79.6% | $66,914-73.6% |
| Participation rate | 67.7% | 75.5%-7.8pp | 76.6%-8.9pp | 69.8%-2.1pp |
| Annual return | -15.50% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,624 | $2,153-24.6% | $2,836-42.7% | $2,544-36.2% |
| Participant deferral / active EE | $2,363 | $4,100-42.4% | $4,656-49.2% | $4,237-44.2% |
| Admin fee / account holder | $178 | $642-72.2% | $7,493-97.6% | $593-70.0% |