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.3 years Service code 15 · EIN 91-0675641 12790 MERIT DR, STE 800 · DALLAS, TX 75251 | Recordkeeping | $40,026 |
ANDCO CONSULTING5 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.8+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $14,545 |
BENESYS, INC.8+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $13,861 |
MATRIX TRUST COMPANY3 years Service code 19 PO BOX 419497 · BOSTON, MA 02241 | Securities Custodian | $9,424 |
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 | $89,259 | $106,236-16.0% | $112,228-20.5% | $64,808+37.7% |
| Participation rate | 90.1% | 71.7%+18.5pp | 75.1%+15.1pp | 71.5%+18.7pp |
| Annual return | -17.51% | -6.02%-11.5pp | 27.45%-45.0pp | 32.82%-50.3pp |
| Employer contribution / active EE | $5,756 | $3,166+81.8% | $3,635+58.4% | $2,506+129.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $589 | $452+30.4% | $6,410-90.8% | $188+213.6% |