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.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $270,620 |
AXIA ADVISORY CORPORATION4+ years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $129,012 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $34,073 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,368 | $112,623-12.7% | $106,213-7.4% | $199,593-50.7% |
| Participation rate | 92.5% | 86.2%+6.3pp | 75.3%+17.2pp | 72.0%+20.6pp |
| Annual return | 9.87% | 15.57%-5.7pp | 116.14%-106.3pp | 34.25%-24.4pp |
| Employer contribution / active EE | $4,375 | $4,575-4.4% | $3,171+38.0% | $3,034+44.2% |
| Participant deferral / active EE | $5,534 | $6,659-16.9% | $5,016+10.3% | $5,087+8.8% |
| Admin fee / account holder | $168 | $107+57.4% | $11,033-98.5% | $269-37.3% |