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 5-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 |
|---|---|---|
I.E. SHAFFER & CO.1 year Filed as: SHAFFER CAPITAL Service code 28 550 POLARIS PARKWAY · WESTERVILLE, OH 43082 | Investment Management | $37,176 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $36,325 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 33-1151291 | Securities Custodian | $10,551 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,990 | $79,013-70.9% | $100,391-77.1% | $74,495-69.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 58.97% | 20.41%+38.6pp | 49.20%+9.8pp | 1364.94%-1306.0pp |
| Employer contribution / active EE | $3,164 | $3,021+4.7% | $3,942-19.7% | $2,623+20.6% |
| Participant deferral / active EE | $5,452 | $7,760-29.7% | $8,082-32.5% | $4,346+25.4% |
| Admin fee / account holder | $321 | $1,320-75.7% | $7,899-95.9% | $1,942-83.5% |