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 Service code 15 · EIN 91-0675641 | Recordkeeping | $11,580 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,486 | $88,083+64.0% | $164,813-12.3% | $74,495+94.0% |
| Participation rate | 91.1% | 73.0%+18.1pp | 78.6%+12.5pp | 67.2%+23.9pp |
| Annual return | 12.70% | 17.26%-4.6pp | 69.93%-57.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,030 | $2,593-21.7% | $4,341-53.2% | $2,623-22.6% |
| Participant deferral / active EE | $13,535 | $4,498+200.9% | $6,031+124.4% | $4,346+211.5% |
| Admin fee / account holder | $101 | $2,234-95.5% | $12,690-99.2% | $1,942-94.8% |