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 |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $91,826 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $15,902 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,790 | $82,917-35.1% | $103,333-47.9% | $77,643-30.7% |
| Participation rate | 93.1% | 71.6%+21.6pp | 74.5%+18.6pp | 70.6%+22.6pp |
| Annual return | 13.41% | 19.13%-5.7pp | 24.88%-11.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,376 | $4,108+6.5% | $5,057-13.5% | $4,647-5.8% |
| Admin fee / account holder | $231 | $638-63.8% | $8,355-97.2% | $430-46.4% |