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.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $266,166 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $66 |
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 | $26,678 | $105,179-74.6% | $64,056-58.4% | $80,160-66.7% |
| Participation rate | 91.0% | 73.5%+17.5pp | 72.3%+18.7pp | 72.9%+18.1pp |
| Annual return | 18.00% | 20.34%-2.3pp | 33.69%-15.7pp | 40.38%-22.4pp |
| Employer contribution / active EE | $376 | $3,311-88.6% | $2,747-86.3% | $2,978-87.4% |
| Participant deferral / active EE | $3,140 | $4,020-21.9% | $3,880-19.1% | $5,017-37.4% |
| Admin fee / account holder | $78 | $113-31.3% | $3,068-97.5% | $145-46.3% |