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 |
|---|---|---|
Service code 12 · EIN 82-1222973 | Named fiduciary; Participant loan pro... | $12,295 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $500 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,934 | $73,638-44.4% | $95,952-57.3% | $73,488-44.3% |
| Participation rate | 34.4% | 76.2%-41.8pp | 77.1%-42.7pp | 70.7%-36.3pp |
| Annual return | 14.63% | 16.78%-2.1pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,190 | $3,617-67.1% | $4,167-71.5% | $3,740-68.2% |
| Admin fee / account holder | $202 | $482-58.1% | $6,795-97.0% | $513-60.7% |