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 8-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 | $134,271 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0318667 | Advisory (Plan) | $31,802 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $20,986 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWABTRUST BANK Service code 19 | Securities Custodian | $1,058 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB& CO., INC. Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,365 | $62,544-33.9% | $129,295-68.0% | $199,768-79.3% |
| Participation rate | 93.3% | 56.8%+36.5pp | 69.6%+23.7pp | 72.0%+21.3pp |
| Annual return | 17.89% | 16.95%+0.9pp | 9429.28%-9411.4pp | 34.26%-16.4pp |
| Employer contribution / active EE | $2,067 | $2,394-13.6% | $4,157-50.3% | $3,037-31.9% |
| Participant deferral / active EE | $3,521 | $3,123+12.7% | $4,169-15.6% | $5,090-30.8% |
| Admin fee / account holder | $114 | $167-31.9% | $7,665-98.5% | $269-57.8% |