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 3-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 47-0098400 | Participant loan processing; Contract... | $20,148 |
Filed as: ASHWORTH WEALTH, LLC Service code 26 · EIN 26-2017172 | Advisory (Participants) | $5,781 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $214 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,053 | $47,126-91.4% | $149,673-97.3% | $74,419-94.6% |
| Participation rate | 79.7% | 63.4%+16.3pp | 78.8%+0.9pp | 70.7%+9.0pp |
| Annual return | 60.90% | 22.75%+38.1pp | 134.42%-73.5pp | 34.38%+26.5pp |
| Employer contribution / active EE | $546 | $1,905-71.3% | $4,818-88.7% | $2,637-79.3% |
| Participant deferral / active EE | $2,142 | $2,728-21.5% | $5,680-62.3% | $4,528-52.7% |
| Admin fee / account holder | $44 | $343-87.3% | $13,210-99.7% | $348-87.5% |