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 · EIN 91-0675641 | Recordkeeping | $38,675 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,913 | $55,415+419.6% | $155,509+85.1% | $74,495+286.5% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+17.0pp | 67.2%+27.9pp |
| Annual return | 18.06% | 268.50%-250.4pp | 64.67%-46.6pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $10,156 | $2,267+348.0% | $4,672+117.4% | $2,623+287.2% |
| Participant deferral / active EE | $9,418 | $2,836+232.1% | $5,626+67.4% | $4,346+116.7% |
| Admin fee / account holder | $415 | $1,738-76.1% | $15,912-97.4% | $1,942-78.6% |