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.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $91,013 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $18,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,353 | $106,028+51.2% | $146,958+9.1% | $77,643+106.5% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.5pp | 70.6%+28.0pp |
| Annual return | 14.65% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,712 | $4,063-33.3% | $4,933-45.0% | $2,726-0.5% |
| Participant deferral / active EE | $11,940 | $7,990+49.4% | $8,070+48.0% | $4,647+156.9% |
| Admin fee / account holder | $116 | $337-65.5% | $12,998-99.1% | $430-73.0% |