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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING2+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 27 · EIN 20-4049073 | Advisory (Plan) | $102,607 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $31,297 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,348 | $57,921+73.3% | $84,750+18.4% | $57,658+74.0% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 2.56% | 10.24%-7.7pp | 22.78%-20.2pp | 5.13%-2.6pp |
| Employer contribution / active EE | $4,910 | $2,598+89.0% | $3,574+37.4% | $1,974+148.7% |
| Participant deferral / active EE | $9,171 | $2,742+234.4% | $3,712+147.1% | $3,061+199.6% |
| Admin fee / account holder | $133 | $130+2.2% | $5,332-97.5% | $95+40.2% |