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 | $167,621 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $20,677 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $1,531 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | Securities Custodian | $0 |
Participant contribution per participant 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 | $31,038 | $86,897-64.3% | $151,611-79.5% | $64,808-52.1% |
| Participation rate | 91.2% | 87.3%+4.0pp | 87.5%+3.7pp | 71.5%+19.8pp |
| Annual return | -12.67% | -3.57%-9.1pp | 3.33%-16.0pp | 32.82%-45.5pp |
| Employer contribution / active EE | $1,585 | $4,010-60.5% | $6,166-74.3% | $2,506-36.7% |
| Participant deferral / active EE | $2,307 | $6,690-65.5% | $8,363-72.4% | $4,310-46.5% |
| Admin fee / account holder | $148 | $153-2.9% | $11,616-98.7% | $188-20.9% |