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 SOLUTIONS8+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $86,272 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $47,234 |
RBC WEALTH MANAGEMENT4 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
Service code 29 · EIN 41-1654544 | Legal | $20,441 |
MATRIX TRUST COMPANY8+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,929 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,432 | $106,236-44.1% | $112,228-47.0% | $64,808-8.3% |
| Participation rate | 76.6% | 71.7%+5.0pp | 75.1%+1.6pp | 71.5%+5.2pp |
| Annual return | -13.84% | -6.02%-7.8pp | 27.45%-41.3pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,374 | $3,166-25.0% | $3,635-34.7% | $2,506-5.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $417 | $452-7.6% | $6,410-93.5% | $188+122.3% |