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.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $28,964 |
MILLIMAN, INC.4 years Filed as: MILLIMAN ADVISORS LLC Service code 27 · EIN 83-2422656 | Advisory (Plan) | $9,750 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,797 |
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 | $42,074 | $64,119-34.4% | $112,228-62.5% | $66,914-37.1% |
| Participation rate | 52.4% | 68.5%-16.0pp | 75.1%-22.6pp | 69.8%-17.4pp |
| Annual return | -18.12% | -13.81%-4.3pp | 27.45%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,425 | $3,693-34.3% | $4,728-48.7% | $4,237-42.8% |
| Admin fee / account holder | $221 | $625-64.7% | $6,410-96.6% | $593-62.8% |