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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $21,966 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $82 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 41-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,732 | $65,908-36.7% | $81,812-49.0% | $77,643-46.3% |
| Participation rate | 92.0% | 65.8%+26.3pp | 72.3%+19.7pp | 70.6%+21.5pp |
| Annual return | 14.58% | 26.64%-12.1pp | 773.79%-759.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,856 | $2,370+20.5% | $2,912-1.9% | $2,726+4.8% |
| Participant deferral / active EE | $3,284 | $3,505-6.3% | $4,319-23.9% | $4,647-29.3% |
| Admin fee / account holder | $58 | $526-88.9% | $7,386-99.2% | $430-86.5% |