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.8 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $15,925 |
MILLIMAN, INC.5 years Filed as: MILLIMAN ADVISORS LLC Service code 27 · EIN 83-2422656 | Advisory (Plan) | $9,000 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,293 |
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 | $49,609 | $76,670-35.3% | $96,683-48.7% | $71,457-30.6% |
| Participation rate | 53.0% | 66.6%-13.5pp | 74.3%-21.3pp | 67.9%-14.9pp |
| Annual return | 20.58% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,232 | $3,771-40.8% | $4,878-54.3% | $4,289-48.0% |
| Admin fee / account holder | $159 | $2,028-92.1% | $6,730-97.6% | $1,587-90.0% |