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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $18,421 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182267 | Securities Custodian | $0 |
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 | $105,986 | $37,117+185.5% | $147,614-28.2% | $55,191+92.0% |
| Participation rate | 90.3% | 63.6%+26.6pp | 84.6%+5.6pp | 69.2%+21.1pp |
| Annual return | 95.51% | 3.44%+92.1pp | 61.98%+33.5pp | 10.78%+84.7pp |
| Employer contribution / active EE | $9,970 | $1,620+515.3% | $5,564+79.2% | $1,899+425.1% |
| Participant deferral / active EE | $4,657 | $1,985+134.6% | $4,895-4.9% | $3,046+52.9% |
| Admin fee / account holder | $34 | $86-60.6% | $11,611-99.7% | $91-62.8% |