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 |
|---|---|---|
MATSON MONEY INC2+ years Filed as: MATSON MONEY, INC. Service code 28 5955 DEERFIELD BOULEVARD · MASON, OH 450402548 | Investment Management | $34,240 |
ASCENSUS LLC2+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 800 WEST COMMERCE RD STE 105 · NEW ORLEANS, LA 70123 | Contract Administrator | $14,020 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,505 | $37,044-36.5% | $71,796-67.3% | $57,658-59.2% |
| Participation rate | 24.6% | 61.1%-36.5pp | 69.1%-44.5pp | 70.2%-45.6pp |
| Annual return | 5.11% | 12.64%-7.5pp | 78.04%-72.9pp | 5.13%0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,104 | $1,974-44.1% | $2,794-60.5% | $3,061-63.9% |
| Admin fee / account holder | $371 | $101+267.8% | $4,815-92.3% | $95+292.7% |