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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $90,043 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $37,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $23,332 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $66,686 | $73,404-9.2% | $87,100-23.4% | $67,579-1.3% |
| Participation rate | 96.0% | 80.9%+15.2pp | 76.9%+19.2pp | 71.3%+24.7pp |
| Annual return | 21.89% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,775 | $2,014+37.8% | $2,521+10.0% | $2,148+29.2% |
| Participant deferral / active EE | $5,193 | $3,913+32.7% | $4,049+28.3% | $3,539+46.7% |
| Admin fee / account holder | $129 | $142-9.0% | $7,497-98.3% | $142-9.5% |