Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,788 | $57,057-47.8% | $85,009-65.0% | $80,874-63.2% |
| Participation rate | 50.6% | 56.4%-5.7pp | 67.5%-16.9pp | 67.6%-17.0pp |
| Annual return | 11.37% | 21.66%-10.3pp | 66.47%-55.1pp | 35.62%-24.2pp |
| Employer contribution / active EE | $337 | $1,799-81.3% | $2,728-87.6% | $2,756-87.8% |
| Participant deferral / active EE | $3,519 | $3,112+13.1% | $4,522-22.2% | $4,297-18.1% |
| Admin fee / account holder | $400 | $4,986-92.0% | $6,153-93.5% | $6,935-94.2% |