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.10+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA · NEW YORK, NY 10119 | Actuarial | $124,309 |
Service code 29 · EIN 22-2353673 100 NASSAU PARK BLVD · PRINCETON, NJ 08543 | Legal | $18,438 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $7,750 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $7,169 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $284,260-100.0% | $284,260-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 25.8%-25.8pp | 17.2%-17.2pp | 35.7%-35.7pp |
| Annual return | 1.50% | 53.10%-51.6pp | 44.37%-42.9pp | 15.19%-13.7pp |
| Employer contribution / active EE | $10,568 | $40,936-74.2% | $36,004-70.6% | $34,877-69.7% |
| Participant deferral / active EE | $0 | $166-100.0% | $159-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $50,584-100.0% |