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 | Direct payment from the plan; Named f... | $21,459 |
EP WEALTH ADVISORS LLC2 years Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $18,874 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Claims processi... | $9,613 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $1,416 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,469 | $86,655-60.2% | $119,609-71.2% | $66,914-48.5% |
| Participation rate | 94.2% | 75.6%+18.6pp | 79.3%+14.9pp | 69.8%+24.4pp |
| Annual return | -16.90% | -8.00%-8.9pp | -14.97%-1.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,998 | $2,536-21.2% | $4,232-52.8% | $2,544-21.5% |
| Participant deferral / active EE | $4,710 | $4,358+8.1% | $5,602-15.9% | $4,237+11.2% |
| Admin fee / account holder | $383 | $755-49.2% | $10,323-96.3% | $593-35.4% |