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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $96,766 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $25,010 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $9,378 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,433 | $56,095-88.5% | $178,490-96.4% | $90,288-92.9% |
| Participation rate | 96.2% | 65.6%+30.7pp | 81.9%+14.3pp | 73.4%+22.9pp |
| Annual return | 10.62% | 28.81%-18.2pp | 151.07%-140.4pp | 53.97%-43.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $828 | $2,669-69.0% | $5,202-84.1% | $4,232-80.4% |
| Admin fee / account holder | $55 | $101-45.5% | $13,984-99.6% | $114-51.9% |