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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $230,243 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $27 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,535 | $120,057-72.9% | $75,696-57.0% | $93,030-65.0% |
| Participation rate | 83.5% | 77.3%+6.2pp | 74.8%+8.7pp | 73.9%+9.6pp |
| Annual return | 14.83% | 19.62%-4.8pp | 104.53%-89.7pp | 158.70%-143.9pp |
| Employer contribution / active EE | $371 | $3,253-88.6% | $2,743-86.5% | $2,706-86.3% |
| Participant deferral / active EE | $2,948 | $4,089-27.9% | $3,821-22.9% | $4,562-35.4% |
| Admin fee / account holder | $80 | $81-1.5% | $3,619-97.8% | $152-47.1% |