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.1+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $316,077 |
MATRIX TRUST COMPANY1+ years Filed as: MA TRUST COMPANY D/B/A MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $41,439 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $35,100 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $15,250 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGHN LAMB Service code 29 · EIN 45-1654544 | Legal | $13,480 |
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,577 | $83,458-80.1% | $123,104-86.5% | $67,505-75.4% |
| Participation rate | 97.7% | 84.5%+13.2pp | 86.8%+10.9pp | 71.2%+26.5pp |
| Annual return | 0.70% | 1.29%-0.6pp | 13.22%-12.5pp | 6.52%-5.8pp |
| Employer contribution / active EE | $715 | $3,087-76.8% | $5,151-86.1% | $2,173-67.1% |
| Participant deferral / active EE | $405 | $5,379-92.5% | $6,230-93.5% | $3,597-88.7% |
| Admin fee / account holder | $78 | $60+30.0% | $9,015-99.1% | $56+38.3% |