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 | $34,477 |
AGRI-INVEST, LLC9+ years Filed as: AGRI-INVEST Service code 28 · EIN 16-1558455 | Investment Management | $9,427 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $6,376 |
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 | $83,657 | $57,651+45.1% | $112,229-25.5% | $71,457+17.1% |
| Participation rate | 95.5% | 58.9%+36.6pp | 72.4%+23.1pp | 67.9%+27.6pp |
| Annual return | 17.61% | 18.32%-0.7pp | 30.20%-12.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,995 | $1,913+56.5% | $3,430-12.7% | $2,588+15.8% |
| Participant deferral / active EE | $3,847 | $2,863+34.4% | $4,798-19.8% | $4,289-10.3% |
| Admin fee / account holder | $144 | $1,581-90.9% | $7,748-98.1% | $1,587-91.0% |