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.1 year Filed as: MILLIMAN INC Service code 64 · EIN 91-0675641 | Recordkeeping Fees | $18,544 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $162 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Filed as: CHARLES SCHWAB& CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $116,887 | $101,317+15.4% | $146,958-20.5% | $74,495+56.9% |
| Participation rate | 96.3% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.1pp |
| Annual return | 7.97% | 8730.91%-8722.9pp | 418.34%-410.4pp | 1364.94%-1357.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $19,311 | $7,303+164.4% | $8,070+139.3% | $4,346+344.4% |
| Admin fee / account holder | $88 | $1,739-94.9% | $12,998-99.3% | $1,942-95.5% |