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 6-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.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $201,158 |
MATRIX TRUST COMPANY1+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $77,457 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $28,500 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,225 |
MERCER1+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $9,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,687 | $47,456+51.1% | $172,739-58.5% | $77,787-7.8% |
| Participation rate | 45.9% | 66.3%-20.4pp | 82.6%-36.8pp | 73.2%-27.3pp |
| Annual return | 22.27% | 35.57%-13.3pp | 802.84%-780.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,733 | $2,560+84.9% | $5,198-8.9% | $3,967+19.3% |
| Admin fee / account holder | $101 | $81+24.6% | $13,954-99.3% | $100+0.7% |