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.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,032 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FINANCIAL SERVICES Service code 19 · EIN 33-1151291 | Securities Custodian | $23,599 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 19 · EIN 41-1416330 | Securities Custodian | $7,189 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $6,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,481 | $47,648+163.3% | $130,648-4.0% | $67,579+85.7% |
| Participation rate | 30.9% | 60.4%-29.5pp | 71.7%-40.9pp | 71.3%-40.4pp |
| Annual return | 22.83% | 25.73%-2.9pp | 1708.96%-1686.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $219 | $1,408-84.4% | $4,092-94.6% | $2,148-89.8% |
| Participant deferral / active EE | $2,525 | $2,616-3.5% | $3,603-29.9% | $3,539-28.6% |
| Admin fee / account holder | $225 | $105+114.6% | $5,464-95.9% | $142+58.4% |