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 | $91,182 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $27,750 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $31 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,097 | $99,078-16.1% | $96,544-13.9% | $74,419+11.7% |
| Participation rate | 97.7% | 80.7%+17.0pp | 76.0%+21.7pp | 70.7%+26.9pp |
| Annual return | 16.83% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.6pp |
| Employer contribution / active EE | $3,210 | $2,570+24.9% | $2,965+8.3% | $2,637+21.7% |
| Participant deferral / active EE | $6,791 | $4,933+37.7% | $4,851+40.0% | $4,528+50.0% |
| Admin fee / account holder | $111 | $225-50.7% | $8,252-98.7% | $348-68.2% |