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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $70,502 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,377 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $10,661 |
Filed as: SWINDOLL JAZEN HAWK & LLOYD Service code 10 123 S MAIN ST · MCPHERSON, KS 67460 | Accounting | $7,800 |
Service code 10 · EIN 43-1947695 | Accounting | $7,620 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,932 | $65,820-54.5% | $108,745-72.5% | $57,658-48.1% |
| Participation rate | 95.4% | 72.7%+22.7pp | 77.7%+17.7pp | 70.2%+25.1pp |
| Annual return | -27.92% | 21.32%-49.2pp | 46.22%-74.1pp | 5.13%-33.1pp |
| Employer contribution / active EE | $1,602 | $2,285-29.9% | $3,323-51.8% | $1,974-18.8% |
| Participant deferral / active EE | $3,840 | $3,578+7.3% | $5,121-25.0% | $3,061+25.5% |
| Admin fee / account holder | $278 | $91+204.6% | $6,144-95.5% | $95+193.6% |