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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $110,738 |
MATRIX TRUST COMPANY5+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $28,392 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
Service code 10 · EIN 31-1413369 | Accounting | $4,200 |
Filed as: ESLER & VANDERSCHAFF Service code 23 2912 SPRINGBORO WEST RD · MORAINE, OH 45439 | Insurance services; Legal; Direct pay... | $150 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,206 | $124,414-21.9% | $115,157-15.6% | $67,579+43.8% |
| Participation rate | 91.4% | 58.1%+33.4pp | 75.9%+15.5pp | 71.3%+20.1pp |
| Annual return | 29.37% | 29.40%0pp | 35.60%-6.2pp | 378.56%-349.2pp |
| Employer contribution / active EE | $4,007 | $1,454+175.5% | $3,179+26.0% | $2,148+86.5% |
| Participant deferral / active EE | $2,971 | $2,331+27.5% | $4,168-28.7% | $3,539-16.1% |
| Admin fee / account holder | $240 | $361-33.6% | $7,088-96.6% | $142+68.7% |