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 | Recordkeeping fees; Other fees; Other... | $12,640 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $948 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,538 | $73,867-65.4% | $143,757-82.2% | $68,494-62.7% |
| Participation rate | 54.7% | 66.7%-12.0pp | 80.3%-25.7pp | 67.9%-13.2pp |
| Annual return | -17.81% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $736 | $3,184-76.9% | $4,951-85.1% | $2,596-71.6% |
| Participant deferral / active EE | $987 | $3,384-70.9% | $5,637-82.5% | $4,027-75.5% |
| Admin fee / account holder | $223 | $5,755-96.1% | $14,673-98.5% | $5,403-95.9% |