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.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,750 |
MILLIMAN, INC.3 years Filed as: MILLIMAN ADVISORS LLC Service code 27 · EIN 83-2422656 | Advisory (Plan) | $8,250 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,689 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,206 | $77,660-30.2% | $109,143-50.3% | $79,386-31.7% |
| Participation rate | 48.1% | 67.8%-19.7pp | 75.9%-27.7pp | 70.7%-22.6pp |
| Annual return | 14.09% | 23.44%-9.4pp | 25.75%-11.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,306 | $3,518-34.4% | $4,653-50.4% | $4,046-43.0% |
| Admin fee / account holder | $190 | $732-74.1% | $6,752-97.2% | $626-69.7% |