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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $35,054 |
AGRI-INVEST, LLC10+ years Filed as: AGRI-INVEST Service code 28 · EIN 16-1558455 | Investment Management | $10,394 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $6,534 |
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 | $87,342 | $62,327+40.1% | $120,354-27.4% | $74,495+17.2% |
| Participation rate | 94.2% | 56.8%+37.4pp | 71.9%+22.3pp | 67.2%+27.0pp |
| Annual return | 12.95% | 18.61%-5.7pp | 107.15%-94.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,092 | $1,843+67.7% | $3,463-10.7% | $2,623+17.9% |
| Participant deferral / active EE | $3,969 | $2,893+37.2% | $4,991-20.5% | $4,346-8.7% |
| Admin fee / account holder | $144 | $2,396-94.0% | $9,423-98.5% | $1,942-92.6% |