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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $224,924 |
Filed as: CHARES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $43 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,958 | $105,581-71.6% | $70,449-57.5% | $90,288-66.8% |
| Participation rate | 83.6% | 77.5%+6.1pp | 75.1%+8.6pp | 73.4%+10.3pp |
| Annual return | 13.45% | 14.78%-1.3pp | 109.03%-95.6pp | 53.97%-40.5pp |
| Employer contribution / active EE | $244 | $3,304-92.6% | $2,737-91.1% | $2,524-90.4% |
| Participant deferral / active EE | $2,669 | $3,813-30.0% | $3,709-28.0% | $4,232-36.9% |
| Admin fee / account holder | $84 | $68+24.7% | $3,845-97.8% | $114-26.2% |