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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $272,672 |
COZAD ASSET MANAGEMENT8 years Filed as: COZAD ASSET MANAGEMENT IN Service code 28 · EIN 37-0958133 | Investment Management | $29,931 |
CHARLES SCHWAB & CO., INC.9+ years Service code 28 · EIN 94-1737782 | Investment Management | $2,431 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,727 | $47,126+243.2% | $149,673+8.1% | $74,419+117.3% |
| Participation rate | 96.7% | 63.4%+33.3pp | 78.8%+17.9pp | 70.7%+26.0pp |
| Annual return | 16.21% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7,363 | $1,905+286.4% | $4,818+52.8% | $2,637+179.2% |
| Participant deferral / active EE | $5,930 | $2,728+117.4% | $5,680+4.4% | $4,528+31.0% |
| Admin fee / account holder | $234 | $343-31.9% | $13,210-98.2% | $348-32.9% |