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 | $23,923 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $11,826 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,332 | $55,416+389.6% | $75,972+257.1% | $77,643+249.5% |
| Participation rate | 97.5% | 63.6%+33.9pp | 69.1%+28.5pp | 70.6%+26.9pp |
| Annual return | 10.22% | 17.07%-6.9pp | 359.55%-349.3pp | 31.24%-21.0pp |
| Employer contribution / active EE | $2,851 | $1,788+59.5% | $2,685+6.2% | $2,726+4.6% |
| Participant deferral / active EE | $13,751 | $3,447+298.9% | $4,255+223.1% | $4,647+195.9% |
| Admin fee / account holder | $59 | $414-85.7% | $6,467-99.1% | $430-86.3% |