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.2 years Service code 64 · EIN 91-0675641 | Recordkeeping Fees | $60,290 |
VERUS9 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $57,260 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $29,067 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $20,922 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $9,485 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $8,155 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,522 | $95,880-2.5% | $107,525-13.0% | $85,563+9.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 5.49% | 68.06%-62.6pp | 181.32%-175.8pp | 31.51%-26.0pp |
| Employer contribution / active EE | $7,139 | $3,812+87.3% | $3,754+90.2% | $2,654+169.0% |
| Participant deferral / active EE | $765 | $4,201-81.8% | $5,116-85.0% | $4,375-82.5% |
| Admin fee / account holder | $438 | $1,025-57.3% | $8,919-95.1% | $834-47.5% |