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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $259,497 |
COZAD ASSET MANAGEMENT7 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $27,502 |
CHARLES SCHWAB & CO., INC.8+ years Service code 28 · EIN 94-1737782 | Investment Management | $2,543 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $32 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,650 | $46,292+175.7% | $143,757-11.2% | $64,808+97.0% |
| Participation rate | 97.9% | 64.2%+33.7pp | 80.3%+17.6pp | 71.5%+26.4pp |
| Annual return | -15.21% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $7,542 | $1,910+294.9% | $4,951+52.3% | $2,506+201.0% |
| Participant deferral / active EE | $6,172 | $2,646+133.3% | $5,637+9.5% | $4,310+43.2% |
| Admin fee / account holder | $198 | $154+28.7% | $14,673-98.7% | $188+5.4% |