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 | $88,285 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $54 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,064 | $66,051+37.9% | $92,893-2.0% | $77,787+17.1% |
| Participation rate | 85.7% | 81.0%+4.7pp | 76.0%+9.7pp | 73.2%+12.5pp |
| Annual return | 22.71% | 20.69%+2.0pp | 109.41%-86.7pp | 32.57%-9.9pp |
| Employer contribution / active EE | $2,518 | $3,426-26.5% | $3,653-31.1% | $2,504+0.5% |
| Participant deferral / active EE | $4,727 | $3,013+56.9% | $4,236+11.6% | $3,967+19.1% |
| Admin fee / account holder | $29 | $148-80.3% | $5,794-99.5% | $100-70.8% |