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 8-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.1 year Service code 64 · EIN 91-0675641 | Recordkeeping Fees | $57,982 |
VERUS8 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $49,870 |
BENESYS, INC.9+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $31,362 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $19,458 |
Service code 29 · EIN 94-2576729 | Legal | $9,330 |
MATRIX TRUST COMPANY1 year Service code 28 · EIN 75-3182674 | Investment Management | $9,206 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,904 | $82,917+2.4% | $103,333-17.8% | $77,643+9.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.74% | 19.13%-3.4pp | 24.88%-9.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $7,803 | $3,552+119.7% | $3,868+101.8% | $2,726+186.3% |
| Participant deferral / active EE | $794 | $4,108-80.7% | $5,057-84.3% | $4,647-82.9% |
| Admin fee / account holder | $407 | $638-36.2% | $8,355-95.1% | $430-5.5% |