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.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $91,088 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $16,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,627 | $95,274+45.5% | $135,903+2.0% | $74,419+86.3% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 23.03% | 32.77%-9.7pp | 68.23%-45.2pp | 34.38%-11.3pp |
| Employer contribution / active EE | $2,458 | $3,874-36.6% | $4,856-49.4% | $2,637-6.8% |
| Participant deferral / active EE | $11,716 | $7,782+50.6% | $7,758+51.0% | $4,528+158.7% |
| Admin fee / account holder | $109 | $266-58.9% | $10,762-99.0% | $348-68.6% |