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 | $60,224 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $44,500 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16 |
CHARLES SCHWAB & CO., INC.10+ 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 | $88,453 | $88,890-0.5% | $102,423-13.6% | $77,643+13.9% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 12.97% | 24.98%-12.0pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $3,322 | $2,698+23.1% | $3,023+9.9% | $2,726+21.9% |
| Participant deferral / active EE | $6,885 | $5,145+33.8% | $5,053+36.3% | $4,647+48.1% |
| Admin fee / account holder | $92 | $235-61.0% | $9,451-99.0% | $430-78.7% |