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 8-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 |
|---|---|---|
EP WEALTH ADVISORS LLC1 year Filed as: EP WEALTH ADVISORS, INC. Service code 26 · EIN 33-0152539 | Advisory (Participants) | $14,317 |
Service code 12 · EIN 82-1222973 | Other fees; Plan Administrator; Named... | $8,948 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $1,074 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,601 | $104,475-55.4% | $159,436-70.8% | $79,386-41.3% |
| Participation rate | 62.9% | 76.6%-13.7pp | 82.8%-19.9pp | 70.7%-7.8pp |
| Annual return | 15.32% | 67.95%-52.6pp | 263.57%-248.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,555 | $3,417-54.5% | $4,829-67.8% | $2,427-36.0% |
| Participant deferral / active EE | $5,202 | $6,467-19.6% | $7,352-29.2% | $4,046+28.6% |
| Admin fee / account holder | $282 | $711-60.3% | $10,799-97.4% | $626-54.9% |