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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $349,592 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $121,802 |
CHARLES SCHWAB & CO., INC.2+ 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 | $92,880 | $85,635+8.5% | $123,892-25.0% | $63,975+45.2% |
| Participation rate | 94.3% | 74.9%+19.4pp | 81.4%+12.9pp | 71.1%+23.2pp |
| Annual return | 11.51% | 15.74%-4.2pp | 47.52%-36.0pp | 48.65%-37.1pp |
| Employer contribution / active EE | $3,551 | $3,076+15.4% | $4,617-23.1% | $2,182+62.7% |
| Participant deferral / active EE | $6,584 | $5,667+16.2% | $5,984+10.0% | $3,356+96.1% |
| Admin fee / account holder | $79 | $75+5.4% | $8,357-99.1% | $70+12.1% |