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.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $20,597 |
MILLIMAN, INC.2 years Filed as: MILLIMAN ADVISORS LLC Service code 27 · EIN 83-2422656 | Advisory (Plan) | $9,750 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,011 | $69,362-27.9% | $101,248-50.6% | $73,488-31.9% |
| Participation rate | 50.3% | 68.4%-18.0pp | 75.8%-25.5pp | 70.7%-20.3pp |
| Annual return | 15.74% | 18.46%-2.7pp | 46.47%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,165 | $3,300-34.4% | $4,370-50.5% | $3,740-42.1% |
| Admin fee / account holder | $177 | $704-74.8% | $5,945-97.0% | $513-65.4% |