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 Service code 15 · EIN 91-0676641 | Recordkeeping | $124,066 |
Filed as: WELFARE PENSION & ADMINISTRATION Service code 13 · EIN 91-1363171 | Contract Administrator | $29,016 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $26,000 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX FINANCIAL SERVICES Service code 19 · EIN 20-1591048 | Securities Custodian | $22,336 |
Service code 29 · EIN 91-0889948 | Legal | $13,008 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,000 |
LABOR TRUST SERVICES, INC.3+ years Filed as: LABOR TRUST SERVICES Service code 13 · EIN 92-0134212 | Contract Administrator | $5,886 |
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 | $40,768 | $221,442-81.6% | $92,233-55.8% | $77,958-47.7% |
| Participation rate | 91.4% | 79.6%+11.8pp | 76.5%+14.9pp | 71.6%+19.7pp |
| Annual return | 15.08% | 15.65%-0.6pp | 176.28%-161.2pp | 20.87%-5.8pp |
| Employer contribution / active EE | $600 | $3,226-81.4% | $3,679-83.7% | $2,310-74.0% |
| Participant deferral / active EE | $1,025 | $2,779-63.1% | $3,897-73.7% | $3,537-71.0% |
| Admin fee / account holder | $124 | $210-40.9% | $5,194-97.6% | $97+27.3% |