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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $85,570 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $45,663 |
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $19,298 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $16,000 |
Service code 29 · EIN 41-1654544 | Legal | $12,946 |
BAC CAPITAL ADVISORS, LLC6 years Filed as: BAC SERVICE CORPORATION Service code 13 · EIN 81-1520819 | Contract Administrator | $5,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,369 | $78,275-16.5% | $109,143-40.1% | $86,799-24.7% |
| Participation rate | 74.8% | 73.8%+1.0pp | 75.9%-1.1pp | 72.3%+2.5pp |
| Annual return | 11.39% | 19.14%-7.8pp | 25.75%-14.4pp | 97.91%-86.5pp |
| Employer contribution / active EE | $1,864 | $3,105-40.0% | $3,722-49.9% | $2,405-22.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $358 | $198+80.4% | $6,752-94.7% | $170+111.2% |