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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $79,913 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 36-1090346 | Accounting | $26,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS, LLP Service code 27 · EIN 47-5334534 | Advisory (Plan) | $20,740 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,026 |
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 | $330,926 | $49,915+563.0% | $154,803+113.8% | $74,304+345.4% |
| Participation rate | 94.8% | 54.0%+40.8pp | 78.1%+16.7pp | 60.3%+34.4pp |
| Annual return | 14.68% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $9,765 | $1,611+506.1% | $4,305+126.8% | $2,241+335.7% |
| Participant deferral / active EE | $10,241 | $2,255+354.2% | $5,540+84.8% | $3,767+171.8% |
| Admin fee / account holder | $858 | $2,189-60.8% | $14,329-94.0% | $2,969-71.1% |