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 Service code 15 · EIN 91-0675641 | Recordkeeping | $58,627 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
MATRIX TRUST COMPANY10+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $16,555 |
Filed as: ESLER & VANDERSCHAFF Service code 23 2912 SPRINGBORO WEST RD · MORAINE, OH 45439 | Legal; Direct payment from the plan; ... | $676 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,193 | $72,994+42.7% | $120,354-13.4% | $77,643+34.2% |
| Participation rate | 76.1% | 55.2%+20.8pp | 71.9%+4.2pp | 70.6%+5.5pp |
| Annual return | -5.83% | 18.23%-24.1pp | 107.15%-113.0pp | 31.24%-37.1pp |
| Employer contribution / active EE | $4,243 | $1,793+136.6% | $3,463+22.5% | $2,726+55.6% |
| Participant deferral / active EE | $3,690 | $3,011+22.6% | $4,991-26.1% | $4,647-20.6% |
| Admin fee / account holder | $319 | $658-51.5% | $9,423-96.6% | $430-25.8% |