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 10-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 |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $36,255 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,088 | $55,449-25.9% | $83,848-51.0% | $56,287-27.0% |
| Participation rate | 60.2% | 68.0%-7.8pp | 76.1%-15.9pp | 69.9%-9.6pp |
| Annual return | 6.77% | -1.38%+8.2pp | 850.88%-844.1pp | -9.96%+16.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,521 | $2,935-14.1% | $4,082-38.2% | $3,350-24.8% |
| Admin fee / account holder | $196 | $656-70.2% | $5,478-96.4% | $521-62.4% |