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 |
|---|---|---|
Service code 27 · EIN 41-1416330 | Advisory (Plan) | $25,118 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $19,788 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,649 | $64,909+62.8% | $82,313+28.3% | $62,292+69.6% |
| Participation rate | 96.0% | 74.9%+21.1pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 13.24% | 21.18%-7.9pp | 25.88%-12.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,518 | $1,676+50.2% | $2,428+3.7% | $2,042+23.3% |
| Participant deferral / active EE | $4,558 | $3,103+46.9% | $3,706+23.0% | $3,169+43.8% |
| Admin fee / account holder | $384 | $440-12.5% | $5,608-93.1% | $479-19.8% |