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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $69,142 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,522 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $15,971 |
Filed as: SWINDOLL JAZEN HAWK & LLOYD Service code 10 123 S MAIN ST · MCPHERSON, KS 67460 | Accounting | $8,190 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,484 | $68,544-61.4% | $115,752-77.1% | $69,631-62.0% |
| Participation rate | 90.8% | 74.0%+16.8pp | 77.8%+13.0pp | 70.7%+20.1pp |
| Annual return | 20.53% | 20.97%-0.4pp | 19.41%+1.1pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,519 | $2,400-36.7% | $3,492-56.5% | $2,032-25.3% |
| Participant deferral / active EE | $2,622 | $3,887-32.5% | $5,204-49.6% | $3,224-18.6% |
| Admin fee / account holder | $194 | $90+114.8% | $6,278-96.9% | $110+75.7% |