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 SOLUTIONS9+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $88,938 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $40,980 |
RBC WEALTH MANAGEMENT5 years Service code 26 · EIN 20-0563684 | Advisory (Participants) | $40,000 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $17,750 |
MATRIX TRUST COMPANY9+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,053 |
Service code 29 · EIN 41-1654544 | Legal | $14,335 |
Filed as: SHUMAKER LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $14,004 |
BAC CAPITAL ADVISORS, LLC8 years Filed as: BAC SERVICE CORPORATION Service code 13 · EIN 81-1520819 | Contract Administrator | $7,185 |
FRSECURE1 year Filed as: FRSECURE LLC Service code 16 · EIN 26-3547185 | Consulting | $5,042 |
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 | $69,775 | $92,971-24.9% | $96,683-27.8% | $74,419-6.2% |
| Participation rate | 89.7% | 71.5%+18.2pp | 74.3%+15.4pp | 70.7%+19.0pp |
| Annual return | 12.16% | 37.49%-25.3pp | 35.69%-23.5pp | 34.38%-22.2pp |
| Employer contribution / active EE | $2,950 | $3,426-13.9% | $3,737-21.1% | $2,637+11.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $466 | $633-26.4% | $6,730-93.1% | $348+34.0% |