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.4 years Service code 15 12790 MERIT DR, STE 800 · DALLAS, TX 75251 | Recordkeeping | $42,556 |
YURCHYK & DAVIS CPA'S, INC.9+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $20,785 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING, LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $20,000 |
BENESYS, INC.9+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $14,344 |
Service code 29 20445 EMERALD PARKWAY · CLEVELAND, OH 44135 | Legal | $9,718 |
MATRIX TRUST COMPANY4 years Service code 19 PO BOX 419497 · BOSTON, MA 02241 | Securities Custodian | $9,480 |
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 | $103,257 | $92,971+11.1% | $96,683+6.8% | $74,419+38.8% |
| Participation rate | 85.9% | 71.5%+14.4pp | 74.3%+11.6pp | 70.7%+15.2pp |
| Annual return | 16.76% | 37.49%-20.7pp | 35.69%-18.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $5,920 | $3,426+72.8% | $3,737+58.4% | $2,637+124.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $564 | $633-10.8% | $6,730-91.6% | $348+62.3% |