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 | $20,818 |
Service code 27 · EIN 41-1416330 | Advisory (Plan) | $885 |
MATRIX TRUST COMPANY9 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $131,868 | $95,453+38.1% | $112,040+17.7% | $82,448+59.9% |
| Participation rate | 92.4% | 72.8%+19.6pp | 76.5%+15.9pp | 68.1%+24.3pp |
| Annual return | 4.02% | 23.92%-19.9pp | 24.52%-20.5pp | 41.64%-37.6pp |
| Employer contribution / active EE | $3,255 | $2,318+40.4% | $2,954+10.2% | $2,551+27.6% |
| Participant deferral / active EE | $7,326 | $4,224+73.5% | $5,098+43.7% | $4,139+77.0% |
| Admin fee / account holder | $163 | $9,013-98.2% | $12,098-98.6% | $7,234-97.7% |