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 4-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.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $232,361 |
AXIA ADVISORY CORPORATION2+ years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $119,784 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $29,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,733 | $136,266-42.2% | $90,749-13.2% | $77,904+1.1% |
| Participation rate | 98.6% | 86.6%+11.9pp | 75.7%+22.9pp | 73.7%+24.9pp |
| Annual return | -12.72% | -11.32%-1.4pp | -12.16%-0.6pp | 12.21%-24.9pp |
| Employer contribution / active EE | $4,335 | $4,215+2.9% | $2,921+48.4% | $2,848+52.2% |
| Participant deferral / active EE | $4,963 | $6,353-21.9% | $4,564+8.7% | $4,806+3.3% |
| Admin fee / account holder | $152 | $399-61.9% | $8,445-98.2% | $133+14.6% |