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.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $30,341 |
RBC WEALTH MANAGEMENT7 years Filed as: RBC CAPITAL MARKETS Service code 59 · EIN 20-0563684 | Shareholder Servicing | $28,244 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,006 |
MATRIX TRUST COMPANY7 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,571 | $62,544+155.1% | $129,207+23.5% | $199,593-20.1% |
| Participation rate | 19.7% | 56.8%-37.0pp | 69.6%-49.9pp | 72.0%-52.2pp |
| Annual return | 15.30% | 16.95%-1.6pp | 9417.33%-9402.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $199 | $2,394-91.7% | $4,153-95.2% | $3,034-93.5% |
| Participant deferral / active EE | $1,772 | $3,123-43.3% | $4,168-57.5% | $5,087-65.2% |
| Admin fee / account holder | $222 | $167+33.0% | $7,715-97.1% | $269-17.4% |