See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $101,772 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,595 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $29,224 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,588 | $148,970-73.4% | $136,007-70.9% | $199,593-80.2% |
| Participation rate | 91.7% | 79.4%+12.4pp | 76.5%+15.3pp | 72.0%+19.8pp |
| Annual return | 15.54% | 27.07%-11.5pp | 579.32%-563.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $1,406 | $3,561-60.5% | $4,217-66.6% | $3,034-53.6% |
| Participant deferral / active EE | $3,583 | $6,140-41.6% | $7,025-49.0% | $5,087-29.6% |
| Admin fee / account holder | $142 | $144-1.1% | $6,858-97.9% | $269-47.1% |