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.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $256,533 |
AXIA ADVISORY CORPORATION3+ years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $89,648 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $29,806 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,572 | $104,631-16.3% | $98,439-11.0% | $80,160+9.2% |
| Participation rate | 97.4% | 87.5%+9.9pp | 75.2%+22.3pp | 72.9%+24.5pp |
| Annual return | 16.88% | 34.72%-17.8pp | 21.16%-4.3pp | 40.38%-23.5pp |
| Employer contribution / active EE | $4,577 | $4,517+1.3% | $3,048+50.2% | $2,978+53.7% |
| Participant deferral / active EE | $5,489 | $6,545-16.1% | $4,738+15.8% | $5,017+9.4% |
| Admin fee / account holder | $141 | $105+34.2% | $8,948-98.4% | $145-2.9% |