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.3+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $89,740 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $33,035 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $23,366 |
LEONARD, O'BRIEN, SPENCER, GALE3+ years Service code 29 · EIN 41-0956652 | Legal | $19,289 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,046 | $89,274-46.2% | $149,718-67.9% | $77,958-38.4% |
| Participation rate | 97.2% | 87.6%+9.6pp | 87.1%+10.1pp | 71.6%+25.5pp |
| Annual return | 15.28% | 20.36%-5.1pp | 1501.63%-1486.3pp | 20.87%-5.6pp |
| Employer contribution / active EE | $2,897 | $3,727-22.3% | $5,445-46.8% | $2,310+25.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $197 | $240-18.1% | $11,283-98.3% | $97+101.8% |