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 | $48,671 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,897 | $72,994-12.5% | $120,354-46.9% | $77,643-17.7% |
| Participation rate | 92.4% | 55.2%+37.2pp | 71.9%+20.5pp | 70.6%+21.9pp |
| Annual return | 11.92% | 18.23%-6.3pp | 107.15%-95.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $4,109 | $1,793+129.1% | $3,463+18.7% | $2,726+50.7% |
| Participant deferral / active EE | $5,456 | $3,011+81.2% | $4,991+9.3% | $4,647+17.4% |
| Admin fee / account holder | $69 | $658-89.5% | $9,423-99.3% | $430-84.0% |