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.3+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $27,788 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $15,595 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $7,091 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,790 |
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $6,492 |
Service code 11 · EIN 13-3689044 | Actuarial | $5,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,980 | $58,726+196.3% | $92,233+88.6% | $62,292+179.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.94% | 43.62%-28.7pp | 176.28%-161.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $8,881 | $2,392+271.3% | $3,679+141.4% | $2,042+334.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $268 | $556-51.9% | $5,194-94.8% | $479-44.1% |