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 4-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 |
|---|---|---|
LEGACY WEALTH MANAGEMENT2+ years Filed as: LEGACY WEALTH MANAGEMENT, LLC Service code 27 13965 W CHINDEN BLVD · BOISE, ID 83713 | Advisory (Plan) | $1,253 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $321 |
MATRIX TRUST COMPANY2+ years Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $98 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,438 | $45,602-85.9% | $117,472-94.5% | $66,914-90.4% |
| Participation rate | 16.7% | 57.6%-41.0pp | 70.6%-53.9pp | 69.8%-53.1pp |
| Annual return | -22.54% | -16.74%-5.8pp | 29.74%-52.3pp | 1.58%-24.1pp |
| Employer contribution / active EE | $384 | $1,579-75.6% | $4,176-90.8% | $2,544-84.9% |
| Participant deferral / active EE | $893 | $2,845-68.6% | $4,070-78.0% | $4,237-78.9% |
| Admin fee / account holder | $51 | $661-92.3% | $5,645-99.1% | $593-91.5% |