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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $66,379 |
ASCENSUS LLC7 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $45,304 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,783 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $80,005 | $47,126+69.8% | $149,673-46.5% | $74,419+7.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.95% | 22.75%-2.8pp | 134.42%-114.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $4,398 | $1,905+130.8% | $4,818-8.7% | $2,637+66.8% |
| Participant deferral / active EE | $6,992 | $2,728+156.3% | $5,680+23.1% | $4,528+54.4% |
| Admin fee / account holder | $118 | $343-65.6% | $13,210-99.1% | $348-66.1% |