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 |
|---|---|---|
MILLIMAN, INC.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $97,529 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 26 5299 DTC BLVD #1000 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $27,966 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $26,113 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 | Advisory (Plan) | $25,572 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 27 · EIN 94-3106735 | Advisory (Plan) | $18,722 |
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 | $161,028 | $50,815+216.9% | $155,509+3.5% | $77,643+107.4% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 12.28% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $8,959 | $1,993+349.6% | $4,672+91.7% | $2,726+228.7% |
| Participant deferral / active EE | $5,756 | $2,822+104.0% | $5,626+2.3% | $4,647+23.9% |
| Admin fee / account holder | $441 | $437+1.0% | $15,912-97.2% | $430+2.5% |