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 | $249,087 |
COZAD ASSET MANAGEMENT9 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $36,178 |
CHARLES SCHWAB & CO., INC.10+ years Service code 28 · EIN 94-1737782 | Investment Management | $1,549 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $68 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,504 | $53,136+222.8% | $155,509+10.3% | $199,593-14.1% |
| Participation rate | 94.8% | 64.1%+30.7pp | 78.2%+16.6pp | 72.0%+22.8pp |
| Annual return | 15.33% | 41.15%-25.8pp | 64.67%-49.3pp | 34.25%-18.9pp |
| Employer contribution / active EE | $7,542 | $1,851+307.4% | $4,672+61.4% | $3,034+148.5% |
| Participant deferral / active EE | $5,756 | $3,161+82.1% | $5,626+2.3% | $5,087+13.2% |
| Admin fee / account holder | $258 | $185+39.1% | $15,912-98.4% | $269-4.1% |