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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $27,845 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $7,106 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,017 |
WILSON-MCSHANE CORPORATION5 years Service code 13 · EIN 41-0956552 | Contract Administrator | $6,600 |
LEGACY PROFESSIONALS LLP2 years 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 | $37,891 | $92,971-59.2% | $96,683-60.8% | $74,419-49.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.30% | 37.49%-20.2pp | 35.69%-18.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,529 | $3,970-11.1% | $4,878-27.7% | $4,528-22.1% |
| Admin fee / account holder | $90 | $633-85.7% | $6,730-98.7% | $348-74.0% |