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 Service code 15 · EIN 91-0675641 | Recordkeeping | $55,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $18,930 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,904 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,251 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $8,632 |
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $6,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,487 | $68,413+128.7% | $123,104+27.1% | $55,191+183.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 0.53% | 6.30%-5.8pp | 13.22%-12.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $8,614 | $3,050+182.4% | $5,151+67.2% | $1,899+353.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $218 | $88+148.4% | $9,015-97.6% | $91+140.3% |