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 |
|---|---|---|
MATCH GRADE ADVISORS, LLC6 years Service code 26 · EIN 83-1832626 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,788 | $57,016-47.8% | $84,966-64.9% | $80,856-63.2% |
| Participation rate | 50.6% | 56.3%-5.7pp | 67.5%-16.9pp | 67.6%-17.0pp |
| Annual return | 11.37% | 21.66%-10.3pp | 66.38%-55.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $337 | $1,798-81.2% | $2,727-87.6% | $2,755-87.8% |
| Participant deferral / active EE | $3,519 | $3,110+13.2% | $4,519-22.1% | $4,296-18.1% |
| Admin fee / account holder | $400 | $4,980-92.0% | $6,149-93.5% | $6,918-94.2% |