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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $154,519 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,420 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $1,825 |
CHARLES SCHWAB & CO., INC.9+ 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 | $34,461 | $100,227-65.6% | $169,993-79.7% | $74,419-53.7% |
| Participation rate | 90.9% | 87.3%+3.6pp | 87.0%+3.9pp | 70.7%+20.2pp |
| Annual return | 16.96% | 66.08%-49.1pp | 53.37%-36.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,704 | $4,263-60.0% | $6,785-74.9% | $2,637-35.4% |
| Participant deferral / active EE | $2,569 | $7,143-64.0% | $10,408-75.3% | $4,528-43.3% |
| Admin fee / account holder | $135 | $234-42.2% | $12,815-98.9% | $348-61.1% |