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.4+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $99,255 |
LEONARD, O'BRIEN, SPENCER, GALE4+ years Service code 29 · EIN 41-0956652 | Legal | $41,018 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 26 · EIN 13-2646110 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION4+ years Service code 10 · EIN 41-0956552 | Accounting | $32,523 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $24,893 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,333 | $82,546-45.1% | $140,016-67.6% | $75,289-39.8% |
| Participation rate | 96.8% | 88.4%+8.4pp | 87.5%+9.3pp | 72.4%+24.4pp |
| Annual return | -4.44% | -0.36%-4.1pp | 651.12%-655.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,937 | $3,856-23.8% | $5,606-47.6% | $2,405+22.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $215 | $86+150.8% | $10,705-98.0% | $102+110.3% |