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 COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $768,304 |
Service code 14 · EIN 41-0918427 | Plan Administrator | $595,928 |
Service code 29 · EIN 31-0541755 | Legal | $87,426 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $58,998 |
Service code 36 · EIN 41-1605232 | Copying and duplicating; Direct payme... | $7,611 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,635 | $74,831+120.0% | $96,683+70.3% | $103,482+59.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 15.95% | 16.15%-0.2pp | 35.69%-19.7pp | 33.11%-17.2pp |
| Employer contribution / active EE | $10,684 | $3,888+174.8% | $3,737+185.9% | $3,208+233.1% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $174 | $130+33.6% | $6,730-97.4% | $114+52.2% |