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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $116,501 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $27,556 |
MCSOLEY MCCOY & CO6 years Service code 10 · EIN 03-0327374 | Accounting | $15,500 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ 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.
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 | $131,797 | $79,124+66.6% | $60,874+116.5% | $64,808+103.4% |
| Participation rate | 42.3% | 77.7%-35.4pp | 73.1%-30.8pp | 71.5%-29.2pp |
| Annual return | -16.74% | -7.13%-9.6pp | 16.90%-33.6pp | 32.82%-49.6pp |
| Employer contribution / active EE | $645 | $3,050-78.9% | $2,701-76.1% | $2,506-74.3% |
| Participant deferral / active EE | $2,325 | $3,725-37.6% | $3,817-39.1% | $4,310-46.1% |
| Admin fee / account holder | $163 | $106+54.5% | $3,224-94.9% | $188-13.1% |