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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $34,925 |
AGRI-INVEST, LLC6+ years Filed as: AGRI-INVEST Service code 28 · EIN 16-1558455 | Investment Management | $9,575 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $4,368 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,700 | $59,328+96.7% | $118,925-1.9% | $73,488+58.8% |
| Participation rate | 97.4% | 62.3%+35.1pp | 75.4%+22.0pp | 70.7%+26.7pp |
| Annual return | 18.88% | 19.13%-0.2pp | 35.88%-17.0pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,677 | $1,803+48.4% | $3,263-18.0% | $2,270+17.9% |
| Participant deferral / active EE | $3,673 | $2,604+41.1% | $4,265-13.9% | $3,740-1.8% |
| Admin fee / account holder | $196 | $600-67.4% | $6,581-97.0% | $513-61.9% |