See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $27,405 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,564 |
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 | $15,864 | $38,925-59.2% | $73,843-78.5% | $55,191-71.3% |
| Participation rate | 94.6% | 66.0%+28.6pp | 73.4%+21.2pp | 69.2%+25.5pp |
| Annual return | 0.88% | 6.31%-5.4pp | 2267.84%-2267.0pp | 10.78%-9.9pp |
| Employer contribution / active EE | $786 | $1,695-53.6% | $2,787-71.8% | $1,899-58.6% |
| Participant deferral / active EE | $1,719 | $2,351-26.9% | $3,583-52.0% | $3,046-43.6% |
| Admin fee / account holder | $78 | $83-5.5% | $4,880-98.4% | $91-13.8% |