See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CURAFIN ADVISORS1+ years Service code 28 · EIN 85-1065038 | Investment Management | $29,588 |
Filed as: MATTHEWS, GOLD, KENNEDY, & SNOW INC Service code 13 · EIN 86-1001235 7600 NORTH 16TH STREET. SUITE 240 · PHOENIX, AZ 85020 | Contract Administrator | $21,299 |
CURAFIN ADVISORS1+ years Filed as: CURAFIN ADVISORS A.D.B.A. OF TMD Service code 28 · EIN 11-1000111 | Investment Management | $10,896 |
GROUP PLAN SYSTEMS, LLC1+ years Service code 14 · EIN 87-2096126 | Plan Administrator | $3,152 |
BENIFIT, LLC1+ years Service code 99 · EIN 47-4264646 | Other Fees | $1,499 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,157 | $135,240-84.4% | $169,993-87.6% | $96,393-78.1% |
| Participation rate | 20.1% | 86.5%-66.4pp | 87.0%-66.9pp | 71.3%-51.2pp |
| Annual return | 0.00% | 22.04%-22.0pp | 53.37%-53.4pp | 22.88%-22.9pp |
| Employer contribution / active EE | $63 | $5,029-98.8% | $6,785-99.1% | $3,238-98.1% |
| Participant deferral / active EE | $95 | $8,138-98.8% | $10,408-99.1% | $5,455-98.3% |
| Admin fee / account holder | $6 | $85-92.4% | $12,815-99.9% | $74-91.3% |