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 | $34,141 |
AGRI-INVEST, LLC8+ years Filed as: AGRI-INVEST Service code 28 · EIN 16-1558455 | Investment Management | $10,856 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $6,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,904 | $62,603+26.0% | $104,294-24.3% | $66,914+17.9% |
| Participation rate | 91.0% | 59.6%+31.4pp | 73.3%+17.8pp | 69.8%+21.2pp |
| Annual return | -14.40% | -14.70%+0.3pp | 24.61%-39.0pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,746 | $1,972+39.3% | $3,372-18.6% | $2,544+7.9% |
| Participant deferral / active EE | $3,837 | $2,853+34.5% | $4,625-17.0% | $4,237-9.4% |
| Admin fee / account holder | $157 | $656-76.1% | $7,339-97.9% | $593-73.6% |