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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $71,188 |
ASCENSUS LLC8 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $26,690 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,094 |
CHARLES SCHWAB & CO., INC.5 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 | $92,898 | $50,815+82.8% | $155,509-40.3% | $77,643+19.6% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+26.9pp |
| Annual return | 15.39% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $4,554 | $1,993+128.6% | $4,672-2.5% | $2,726+67.1% |
| Participant deferral / active EE | $7,207 | $2,822+155.4% | $5,626+28.1% | $4,647+55.1% |
| Admin fee / account holder | $110 | $437-74.9% | $15,912-99.3% | $430-74.5% |