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.6+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $63,345 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $47,599 |
MATRIX TRUST COMPANY6+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,851 |
SAGEPOINT FINANCIAL INC4 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $18,984 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $15,300 |
WILSON-MCSHANE CORPORATION6+ years Service code 10 · EIN 41-0956552 | Accounting | $6,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,078 | $91,517+105.5% | $101,248+85.8% | $73,409+156.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 16.24% | 17.17%-0.9pp | 46.47%-30.2pp | 59.29%-43.1pp |
| Employer contribution / active EE | $8,834 | $2,877+207.1% | $3,660+141.4% | $2,234+295.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $227 | $216+5.2% | $5,945-96.2% | $158+43.9% |