See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO Service code 15 · EIN 75-3182674 | Recordkeeping | $91,105 |
SOUTHWEST SERVICE ADMINISTRATORS7+ years Service code 13 · EIN 86-0785790 2300 BUENA VISTA DR SE STE 127 · ALBUQUERQUE, NM 87106 | Contract Administrator | $19,790 |
WALKER & VAN HEIJENOORT7+ years Service code 29 · EIN 85-0369189 | Legal | $10,453 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 8399 EAST INDIAN SCHOOL ROAD · SCOTTSDALE, AZ 85251 | Accounting | $8,247 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 23 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Insurance services | $7,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,344 | $47,722-40.6% | $82,719-65.7% | $64,808-56.3% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | 5.23% | -13.05%+18.3pp | 701.18%-695.9pp | 32.82%-27.6pp |
| Employer contribution / active EE | $581 | $2,179-73.4% | $3,009-80.7% | $2,506-76.8% |
| Participant deferral / active EE | $1,357 | $3,329-59.2% | $4,395-69.1% | $4,310-68.5% |
| Admin fee / account holder | $156 | $143+9.4% | $5,329-97.1% | $188-16.7% |