See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $31,968 |
AGRI-INVEST, LLC7+ years Filed as: AGRI-INVEST Service code 28 · EIN 16-1558455 | Investment Management | $12,758 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $7,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,687 | $65,862+65.0% | $124,672-12.8% | $79,386+36.9% |
| Participation rate | 87.6% | 62.2%+25.3pp | 74.6%+12.9pp | 70.7%+16.8pp |
| Annual return | 12.02% | 19.02%-7.0pp | 5142.93%-5130.9pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,498 | $1,883+32.6% | $3,324-24.8% | $2,427+2.9% |
| Participant deferral / active EE | $3,513 | $2,772+26.7% | $4,614-23.9% | $4,046-13.2% |
| Admin fee / account holder | $180 | $673-73.3% | $7,493-97.6% | $626-71.3% |