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 | $95,803+37.6% | $113,168+16.5% | $84,808+55.5% |
| Participation rate | 92.4% | 72.9%+19.5pp | 76.6%+15.8pp | 68.3%+24.1pp |
| Annual return | 4.02% | 25.00%-21.0pp | 24.27%-20.3pp | 40.90%-36.9pp |
| Employer contribution / active EE | $3,255 | $2,360+37.9% | $2,975+9.4% | $2,631+23.7% |
| Participant deferral / active EE | $7,326 | $4,242+72.7% | $5,107+43.5% | $4,212+74.0% |
| Admin fee / account holder | $163 | $8,989-98.2% | $12,068-98.6% | $7,344-97.8% |