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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $108,906 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28,721 |
MCSOLEY MCCOY & CO8 years Service code 10 · EIN 03-0327374 | Accounting | $10,400 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,926 | $91,621+75.6% | $67,511+138.4% | $77,671+107.2% |
| Participation rate | 41.4% | 76.0%-34.5pp | 72.9%-31.5pp | 70.6%-29.2pp |
| Annual return | 12.49% | 14.87%-2.4pp | 3517.41%-3504.9pp | 31.21%-18.7pp |
| Employer contribution / active EE | $687 | $3,184-78.4% | $2,733-74.8% | $2,726-74.8% |
| Participant deferral / active EE | $2,562 | $3,906-34.4% | $4,000-36.0% | $4,648-44.9% |
| Admin fee / account holder | $245 | $176+39.0% | $3,999-93.9% | $430-43.1% |