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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $74,633 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
MATRIX TRUST COMPANY6+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $22,456 |
Service code 10 · EIN 31-1413369 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,986 | $58,101+49.7% | $118,925-26.9% | $73,409+18.5% |
| Participation rate | 52.2% | 56.1%-3.9pp | 75.4%-23.2pp | 72.2%-20.0pp |
| Annual return | -50.49% | 20.56%-71.0pp | 35.88%-86.4pp | 59.29%-109.8pp |
| Employer contribution / active EE | $2,304 | $1,445+59.4% | $3,263-29.4% | $2,234+3.1% |
| Participant deferral / active EE | $1,870 | $2,400-22.1% | $4,265-56.1% | $3,805-50.9% |
| Admin fee / account holder | $334 | $138+141.9% | $6,581-94.9% | $158+111.5% |