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 |
|---|---|---|
MATRIX TRUST COMPANY7 years Service code 19 717 17TH STREET, STE 1300 · DENVER, CO 80202 | Securities Custodian | $114,907 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 | Recordkeeping | $114,907 |
ASB CAPITAL MANAGEMENT9 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $84,200 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $41,893 |
ARNOLD & KADJAN11+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $34,370 |
COMERICA BANK11+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 | Investment Management | $32,055 |
DEBOER & ASSOCIATES, PC4 years Service code 10 · EIN 47-0836395 | Accounting | $20,500 |
WILSON-MCSHANE CORPORATION9 years Service code 14 · EIN 41-0956552 | Plan Administrator | $12,381 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,624 | $103,641-42.5% | $107,525-44.5% | $102,872-42.0% |
| Participation rate | 99.4% | 79.4%+20.0pp | 75.1%+24.4pp | 73.0%+26.4pp |
| Annual return | 8.26% | 13.08%-4.8pp | 181.32%-173.1pp | 19.06%-10.8pp |
| Employer contribution / active EE | $4,810 | $5,096-5.6% | $3,754+28.1% | $3,526+36.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $168 | $276-39.1% | $8,919-98.1% | $292-42.5% |