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 4-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 |
|---|---|---|
LEGACY WEALTH MANAGEMENT1+ years Filed as: LEGACY WEALTH MANAGEMENT, LLC Service code 27 13965 W CHINDEN BLVD · BOISE, ID 83713 | Advisory (Plan) | $157 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $44 |
MATRIX TRUST COMPANY1+ years Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $35 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,852 | $61,052-93.7% | $142,863-97.3% | $79,386-95.1% |
| Participation rate | 13.9% | 60.1%-46.2pp | 71.9%-58.0pp | 70.7%-56.8pp |
| Annual return | 0.00% | 16.02%-16.0pp | 5637.54%-5637.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $242 | $1,481-83.7% | $4,144-94.2% | $2,427-90.0% |
| Participant deferral / active EE | $461 | $2,879-84.0% | $3,837-88.0% | $4,046-88.6% |
| Admin fee / account holder | $12 | $659-98.2% | $6,560-99.8% | $626-98.1% |