See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $119,543 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,636 | $241,101-70.7% | $103,333-31.6% | $199,593-64.6% |
| Participation rate | 93.0% | 78.3%+14.7pp | 74.5%+18.5pp | 72.0%+21.1pp |
| Annual return | 27.60% | 17.80%+9.8pp | 24.88%+2.7pp | 34.25%-6.6pp |
| Employer contribution / active EE | $5,047 | $4,244+18.9% | $3,868+30.5% | $3,034+66.3% |
| Participant deferral / active EE | $5,143 | $3,958+29.9% | $5,057+1.7% | $5,087+1.1% |
| Admin fee / account holder | $26 | $288-90.9% | $8,355-99.7% | $269-90.2% |