See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $155,196 |
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $151,495 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $62,650 |
Service code 29 · EIN 91-0889948 | Legal | $12,600 |
BAC CAPITAL ADVISORS, LLC9+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 26 · EIN 91-1999591 | Advisory (Participants) | $9,600 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,628 | $44,897-71.9% | $84,966-85.1% | $199,593-93.7% |
| Participation rate | 78.4% | 45.7%+32.7pp | 67.5%+10.9pp | 72.0%+6.4pp |
| Annual return | 13.37% | 20.96%-7.6pp | 66.38%-53.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $859 | $1,365-37.1% | $2,727-68.5% | $3,034-71.7% |
| Participant deferral / active EE | $440 | $2,668-83.5% | $4,519-90.3% | $5,087-91.3% |
| Admin fee / account holder | $161 | $584-72.4% | $6,149-97.4% | $269-39.9% |