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 · EIN 91-0675641 | Recordkeeping | $36,983 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $15,854 |
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 | $249,842 | $61,272+307.8% | $149,673+66.9% | $71,457+249.6% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.2pp | 67.9%+30.0pp |
| Annual return | 21.56% | 35.85%-14.3pp | 134.42%-112.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $10,147 | $2,378+326.7% | $4,818+110.6% | $2,588+292.2% |
| Participant deferral / active EE | $9,304 | $2,917+219.0% | $5,680+63.8% | $4,289+116.9% |
| Admin fee / account holder | $364 | $1,261-71.1% | $13,210-97.2% | $1,587-77.1% |