See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $11,280 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $2,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,898 | $50,815-39.2% | $155,509-80.1% | $77,643-60.2% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 15.92% | 34.80%-18.9pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,535 | $1,993+27.2% | $4,672-45.7% | $2,726-7.0% |
| Participant deferral / active EE | $4,047 | $2,822+43.4% | $5,626-28.1% | $4,647-12.9% |
| Admin fee / account holder | $13 | $437-97.1% | $15,912-99.9% | $430-97.1% |