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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $274,556 |
COZAD ASSET MANAGEMENT6 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $24,584 |
CHARLES SCHWAB & CO., INC.7+ years Service code 28 · EIN 94-1737782 | Investment Management | $1,748 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,324 | $56,485+228.1% | $185,823-0.3% | $86,799+113.5% |
| Participation rate | 96.8% | 65.5%+31.3pp | 81.7%+15.1pp | 72.3%+24.5pp |
| Annual return | 14.36% | 118.04%-103.7pp | 122.05%-107.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $6,785 | $1,843+268.2% | $5,167+31.3% | $2,405+182.1% |
| Participant deferral / active EE | $5,687 | $2,553+122.7% | $5,568+2.1% | $4,131+37.7% |
| Admin fee / account holder | $253 | $150+69.1% | $16,237-98.4% | $170+49.2% |