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 |
|---|---|---|
SMART INVESTOR6+ years Service code 27 · EIN 48-1289192 | Advisory (Plan) | $43,473 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $25,324 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX Service code 19 · EIN 75-3182674 | Securities Custodian | $5,840 |
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.
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 | $98,371 | $98,750-0.4% | $149,696-34.3% | $79,858+23.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.37% | 27.43%-20.1pp | 276.60%-269.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $4,562 | $3,216+41.8% | $4,644-1.8% | $2,471+84.6% |
| Participant deferral / active EE | $4,789 | $5,680-15.7% | $6,842-30.0% | $3,740+28.0% |
| Admin fee / account holder | $541 | $6,053-91.1% | $9,309-94.2% | $5,306-89.8% |