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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Claims processi... | $19,273 |
Service code 12 · EIN 82-1222973 | Claims processing; Investment advisor... | $12,019 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $823 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,145 | $50,458-81.9% | $159,960-94.3% | $64,808-85.9% |
| Participation rate | 89.9% | 68.0%+21.9pp | 78.0%+12.0pp | 71.5%+18.4pp |
| Annual return | -17.21% | -13.42%-3.8pp | 408.60%-425.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $403 | $1,722-76.6% | $4,226-90.5% | $2,506-83.9% |
| Participant deferral / active EE | $1,773 | $4,004-55.7% | $6,182-71.3% | $4,310-58.9% |
| Admin fee / account holder | $104 | $706-85.3% | $8,698-98.8% | $188-44.6% |