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.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $34,637 |
Filed as: LLC PRUDENT INVESTMENT ADVISORS Service code 34 · EIN 65-1306741 | Direct payment from the plan; Valuati... | $22,598 |
Filed as: COMYNS, SMITH, MCCLEARY & DEAVER Service code 10 · EIN 68-0307221 | Accounting | $18,042 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $8,790 |
Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Direct ... | $4,250 |
BUFFINGTON & AARON2+ years Service code 29 · EIN 94-3151719 | Legal | $1,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,896 | $71,192+200.4% | $117,854+81.5% | $62,292+243.4% |
| Participation rate | 96.5% | 74.2%+22.3pp | 79.7%+16.9pp | 69.5%+27.0pp |
| Annual return | 5.36% | 18.66%-13.3pp | 335.08%-329.7pp | 28.90%-23.5pp |
| Employer contribution / active EE | $8,466 | $1,934+337.8% | $3,786+123.6% | $2,042+314.5% |
| Participant deferral / active EE | $4,874 | $3,189+52.8% | $4,482+8.8% | $3,169+53.8% |
| Admin fee / account holder | $537 | $587-8.6% | $8,020-93.3% | $479+11.9% |