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 | $269,402 |
COZAD ASSET MANAGEMENT4 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $29,493 |
CHARLES SCHWAB & CO., INC.5+ years Service code 28 · EIN 94-1737782 | Investment Management | $4,333 |
RSM US LLP4 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 28 · EIN 41-1944416 | Investment Management | $1,070 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19 |
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 | $150,835 | $62,928+139.7% | $172,739-12.7% | $67,579+123.2% |
| Participation rate | 96.9% | 64.5%+32.4pp | 82.6%+14.2pp | 71.3%+25.6pp |
| Annual return | 23.29% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $6,079 | $1,636+271.6% | $5,143+18.2% | $2,148+183.0% |
| Participant deferral / active EE | $4,885 | $2,145+127.8% | $5,198-6.0% | $3,539+38.0% |
| Admin fee / account holder | $264 | $167+58.2% | $13,954-98.1% | $142+85.3% |