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.5 years Service code 15 12790 MERIT DR, STE 800 · DALLAS, TX 75251 | Recordkeeping | $41,093 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $22,130 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $20,000 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $14,958 |
MATRIX TRUST COMPANY5 years Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $9,495 |
Service code 29 20445 EMERALD PARKWAY · CLEVELAND, OH 44135 | Legal | $7,851 |
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 | $113,400 | $82,917+36.8% | $103,333+9.7% | $77,643+46.1% |
| Participation rate | 80.8% | 71.6%+9.2pp | 74.5%+6.3pp | 70.6%+10.2pp |
| Annual return | 11.87% | 19.13%-7.3pp | 24.88%-13.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $6,310 | $3,552+77.7% | $3,868+63.1% | $2,726+131.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $572 | $638-10.4% | $8,355-93.2% | $430+32.9% |