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.3 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $120,487 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $59,712 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $56,136 |
VERUS7 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $25,000 |
Service code 29 · EIN 91-0889948 | Legal | $21,260 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $19,748 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $14,315 |
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG, P.C. Service code 29 · EIN 25-1425735 | Legal | $14,133 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,628 | $241,101-81.5% | $103,374-56.8% | $199,768-77.7% |
| Participation rate | 96.4% | 78.3%+18.2pp | 74.5%+21.9pp | 72.0%+24.4pp |
| Annual return | 13.96% | 17.80%-3.8pp | 24.89%-10.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $974 | $4,244-77.0% | $3,869-74.8% | $3,037-67.9% |
| Participant deferral / active EE | $909 | $3,958-77.0% | $5,058-82.0% | $5,090-82.1% |
| Admin fee / account holder | $164 | $288-42.9% | $8,394-98.0% | $269-39.0% |