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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,678 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,436 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $7,479 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $6,600 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $6,000 |
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 | $44,216 | $82,917-46.7% | $103,333-57.2% | $77,643-43.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.74% | 19.13%-5.4pp | 24.88%-11.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,554 | $4,108-13.5% | $5,057-29.7% | $4,647-23.5% |
| Admin fee / account holder | $105 | $638-83.5% | $8,355-98.7% | $430-75.5% |