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.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $23,426 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 59 · EIN 41-1416330 | Shareholder Servicing | $10,661 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,139 |
MATRIX TRUST COMPANY6 years Filed as: MSCS FINANCIAL SERVICES Service code 19 · EIN 33-1151291 | Securities Custodian | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,983 | $53,345+166.2% | $121,098+17.2% | $74,419+90.8% |
| Participation rate | 23.7% | 60.0%-36.3pp | 69.5%-45.8pp | 70.7%-47.1pp |
| Annual return | 17.21% | 35.15%-17.9pp | 985.75%-968.5pp | 34.38%-17.2pp |
| Employer contribution / active EE | $210 | $1,898-89.0% | $4,164-95.0% | $2,637-92.0% |
| Participant deferral / active EE | $1,974 | $3,221-38.7% | $4,080-51.6% | $4,528-56.4% |
| Admin fee / account holder | $149 | $382-61.1% | $5,644-97.4% | $348-57.3% |