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 9-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 82-1222973 | Named fiduciary; Other fees; Plan Adm... | $6,341 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Contract Administrator; Recordkeeping... | $5,511 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $749 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,467 | $50,458-59.4% | $159,960-87.2% | $64,808-68.4% |
| Participation rate | 36.0% | 68.0%-32.1pp | 78.0%-42.0pp | 71.5%-35.5pp |
| Annual return | -15.46% | -13.42%-2.0pp | 408.60%-424.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $707 | $1,722-58.9% | $4,226-83.3% | $2,506-71.8% |
| Participant deferral / active EE | $1,225 | $4,004-69.4% | $6,182-80.2% | $4,310-71.6% |
| Admin fee / account holder | $100 | $706-85.8% | $8,698-98.9% | $188-46.8% |