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 | $84,108 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,325 | $76,774-31.8% | $112,228-53.4% | $77,904-32.8% |
| Participation rate | 94.0% | 80.2%+13.8pp | 75.1%+18.9pp | 73.7%+20.3pp |
| Annual return | -16.03% | -10.25%-5.8pp | 27.45%-43.5pp | 12.21%-28.2pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,223 | $3,778+38.2% | $4,728+10.5% | $4,806+8.7% |
| Admin fee / account holder | $21 | $239-91.2% | $6,410-99.7% | $133-84.1% |