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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,011 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $20,000 |
YURCHYK & DAVIS CPA'S, INC.7+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $14,690 |
BENESYS, INC.7+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $13,865 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,965 | $78,275+48.2% | $109,143+6.3% | $86,799+33.6% |
| Participation rate | 94.5% | 73.8%+20.7pp | 75.9%+18.6pp | 72.3%+22.2pp |
| Annual return | 14.01% | 19.14%-5.1pp | 25.75%-11.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $6,037 | $3,105+94.4% | $3,722+62.2% | $2,405+151.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $567 | $198+185.8% | $6,752-91.6% | $170+234.5% |