See peer percentile detail. $4.99 for your first month.
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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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $66,151 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $14,688 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,793 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,714 | $56,485+37.6% | $185,823-58.2% | $86,799-10.5% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 16.59% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $4,039 | $1,843+119.2% | $5,167-21.8% | $2,405+67.9% |
| Participant deferral / active EE | $6,000 | $2,553+135.0% | $5,568+7.8% | $4,131+45.2% |
| Admin fee / account holder | $145 | $150-3.3% | $16,237-99.1% | $170-14.7% |