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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $233,812 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Employer contribution per participant 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 | $28,810 | $204,517-85.9% | $69,455-58.5% | $77,787-63.0% |
| Participation rate | 80.0% | 74.6%+5.4pp | 74.6%+5.4pp | 73.2%+6.8pp |
| Annual return | 20.28% | 22.10%-1.8pp | 28.97%-8.7pp | 32.57%-12.3pp |
| Employer contribution / active EE | $74 | $3,548-97.9% | $2,779-97.3% | $2,504-97.0% |
| Participant deferral / active EE | $2,483 | $3,478-28.6% | $3,535-29.8% | $3,967-37.4% |
| Admin fee / account holder | $92 | $101-8.2% | $3,839-97.6% | $100-7.7% |