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 |
|---|---|---|
CCR WEALTH MANAGEMENT4+ years Service code 26 1800 WEST PARK DRIVE, SUITE 150 · WESTBOROUGH, MS 01581 | Advisory (Participants) | $39,515 |
JULY BUSINESS SERVICES4+ years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $37,087 |
MATRIX TRUST COMPANY1 year Service code 19 2800 N. CENTRAL AVE., SUITE 900 · PHOENIX, AZ 85004 | Securities Custodian | $9,256 |
Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $7,162 |
Filed as: ADMIN GROUP DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $1,563 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,934-100.0% | $147,005-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -120.18% | 98.24%-218.4pp | 418.76%-538.9pp | 561.95%-682.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |