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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $24,313 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $230,073 | $81,233+183.2% | $155,567+47.9% | $80,874+184.5% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.6%+29.7pp |
| Annual return | 10.58% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $12,271 | $3,101+295.7% | $4,674+162.5% | $2,756+345.3% |
| Participant deferral / active EE | $9,525 | $3,452+175.9% | $5,628+69.2% | $4,297+121.7% |
| Admin fee / account holder | $545 | $7,998-93.2% | $15,916-96.6% | $6,935-92.1% |