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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $102,259 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $57,892 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $28,732 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,171 | $55,516+39.0% | $75,781+1.8% | $59,188+30.4% |
| Participation rate | 68.3% | 73.6%-5.3pp | 75.8%-7.5pp | 69.4%-1.1pp |
| Annual return | 9.21% | -1.89%+11.1pp | 9.68%-0.5pp | 5.51%+3.7pp |
| Employer contribution / active EE | $2,247 | $2,604-13.7% | $3,323-32.4% | $2,098+7.1% |
| Participant deferral / active EE | $3,573 | $2,599+37.5% | $3,651-2.2% | $3,265+9.4% |
| Admin fee / account holder | $55 | $110-50.2% | $5,299-99.0% | $92-40.6% |