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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $42,809 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
MATRIX TRUST COMPANY9+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $16,644 |
Filed as: ESLER & VANDERSCHAFF Service code 23 2912 SPRINGBORO WEST RD · MORAINE, OH 45439 | Insurance services; Legal; Direct pay... | $1,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,943 | $57,739+69.6% | $112,229-12.7% | $74,419+31.6% |
| Participation rate | 90.3% | 55.6%+34.7pp | 72.4%+17.9pp | 70.7%+19.6pp |
| Annual return | 15.91% | 19.52%-3.6pp | 30.20%-14.3pp | 34.38%-18.5pp |
| Employer contribution / active EE | $4,714 | $1,675+181.5% | $3,430+37.4% | $2,637+78.8% |
| Participant deferral / active EE | $3,697 | $2,891+27.9% | $4,798-22.9% | $4,528-18.4% |
| Admin fee / account holder | $229 | $462-50.4% | $7,748-97.0% | $348-34.0% |