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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $254,207 |
COZAD ASSET MANAGEMENT5 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $21,616 |
CHARLES SCHWAB & CO., INC.6+ years Service code 28 · EIN 94-1737782 | Investment Management | $1,732 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $166,500 | $52,293+218.4% | $178,490-6.7% | $73,409+126.8% |
| Participation rate | 97.0% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.8pp |
| Annual return | 15.13% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $5,966 | $1,735+243.8% | $5,011+19.1% | $2,234+167.1% |
| Participant deferral / active EE | $4,866 | $2,332+108.7% | $5,202-6.4% | $3,805+27.9% |
| Admin fee / account holder | $236 | $127+85.6% | $13,984-98.3% | $158+49.7% |