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.4+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $17,632 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,156 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,772 | $56,443-50.8% | $83,848-66.9% | $55,725-50.2% |
| Participation rate | 92.4% | 72.0%+20.4pp | 76.1%+16.3pp | 70.9%+21.6pp |
| Annual return | -3.62% | 393.67%-397.3pp | 850.88%-854.5pp | 244.93%-248.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,183 | $2,965-26.4% | $4,082-46.5% | $3,356-35.0% |
| Admin fee / account holder | $100 | $156-36.0% | $5,478-98.2% | $115-13.2% |