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 7-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 | $53,694 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 15 · EIN 33-0785439 | Recordkeeping | $41,783 |
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR LLP Service code 15 · EIN 73-1413977 | Recordkeeping | $18,750 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,591 | $79,013+46.3% | $100,391+15.1% | $74,495+55.2% |
| Participation rate | 62.1% | 79.5%-17.3pp | 81.5%-19.3pp | 67.2%-5.1pp |
| Annual return | 16.38% | 20.41%-4.0pp | 49.20%-32.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $4,498 | $3,021+48.9% | $3,942+14.1% | $2,623+71.5% |
| Participant deferral / active EE | $9,461 | $7,760+21.9% | $8,082+17.1% | $4,346+117.7% |
| Admin fee / account holder | $496 | $1,320-62.4% | $7,899-93.7% | $1,942-74.4% |