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 3-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 |
|---|---|---|
DENARIUS CAPITAL ADVISORS, INC.2+ years Filed as: DENARIUS CAPITAL ADVISORS INC Service code 15 · EIN 45-5382552 5201 GREAT AMERICA PKWY SUITE 455 · SANTA CLARA, CA 95054 | Recordkeeping | $0 |
MATRIX TRUST COMPANY2+ years Service code 26 · EIN 75-3183674 717 17TH ST STE 1300 · DENVER, CO 80202 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,004 | $125,758-98.4% | $169,993-98.8% | $75,163-97.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -113.72% | 27.20%-140.9pp | 53.37%-167.1pp | 160.62%-274.3pp |
| Employer contribution / active EE | $7,421 | $4,615+60.8% | $6,785+9.4% | $2,670+178.0% |
| Participant deferral / active EE | $6,570 | $6,837-3.9% | $10,408-36.9% | $4,125+59.3% |
| Admin fee / account holder | $3,947 | $8,173-51.7% | $12,815-69.2% | $5,651-30.1% |