See peer percentile detail. $4.99 for your first month.
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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.8+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $21,114 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,418 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW, BRANSKY & POOLE. PA Service code 29 · EIN 41-1502219 | Legal | $7,301 |
WILSON-MCSHANE CORPORATION4 years Service code 13 · EIN 41-0956552 | Contract Administrator | $7,162 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $5,636 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,015 | $106,236-68.9% | $112,228-70.6% | $64,808-49.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.77% | -6.02%-11.8pp | 27.45%-45.2pp | 32.82%-50.6pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,986 | $3,785+5.3% | $4,728-15.7% | $4,310-7.5% |
| Admin fee / account holder | $98 | $452-78.3% | $6,410-98.5% | $188-47.8% |