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 Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $114,683 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $42,129 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $41,875 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $33,098 |
Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $28,916 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $16,038 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,431 | $112,623-42.8% | $106,213-39.3% | $199,593-67.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 11.10% | 15.57%-4.5pp | 116.14%-105.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $3,905 | $4,575-14.6% | $3,171+23.1% | $3,034+28.7% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $217 | $107+102.9% | $11,033-98.0% | $269-19.3% |