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.10+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $62,479 |
RBC WEALTH MANAGEMENT6 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $41,250 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $19,100 |
OLSEN THIELEN & CO., LTD.3 years Filed as: OLSEN THIELEN CO Service code 10 · EIN 41-1360831 | Accounting | $12,750 |
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 | $744,966 | $102,317+628.1% | $146,958+406.9% | $80,856+821.3% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.2%+13.7pp | 67.6%+28.3pp |
| Annual return | 14.62% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $23,127 | $3,713+522.8% | $4,933+368.8% | $2,755+739.5% |
| Participant deferral / active EE | $10,891 | $6,644+63.9% | $8,070+35.0% | $4,296+153.5% |
| Admin fee / account holder | $1,684 | $7,941-78.8% | $12,998-87.0% | $6,918-75.7% |