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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $48,481 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
MATRIX TRUST COMPANY8+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $17,011 |
Filed as: ESLER & VANDERSCHAFF Service code 23 2912 SPRINGBORO WEST RD · MORAINE, OH 45439 | Insurance services; Legal; Direct pay... | $1,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,625 | $52,122+73.9% | $104,294-13.1% | $64,808+39.8% |
| Participation rate | 88.8% | 56.0%+32.8pp | 73.3%+15.6pp | 71.5%+17.4pp |
| Annual return | -15.08% | 13.26%-28.3pp | 24.61%-39.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $4,489 | $1,627+175.9% | $3,372+33.1% | $2,506+79.1% |
| Participant deferral / active EE | $3,581 | $2,823+26.9% | $4,625-22.6% | $4,310-16.9% |
| Admin fee / account holder | $261 | $155+68.8% | $7,339-96.4% | $188+38.9% |