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 |
|---|---|---|
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $337,838 |
NEW CENTURY PARTNERS3 years Filed as: NEW CENTURY Service code 28 · EIN 68-0189192 | Investment Management | $113,389 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $45,128 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $23,531 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $6,864 |
Service code 29 · EIN 94-2576729 | Legal | $6,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,861 | $106,236-15.4% | $112,228-19.9% | $64,808+38.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.66% | -6.02%-9.6pp | 27.45%-43.1pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,717 | $3,166+49.0% | $3,635+29.8% | $2,506+88.2% |
| Participant deferral / active EE | $5,215 | $3,785+37.8% | $4,728+10.3% | $4,310+21.0% |
| Admin fee / account holder | $309 | $452-31.5% | $6,410-95.2% | $188+64.8% |