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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $82,365 |
ALL STAR FINANCIAL INC1 year Filed as: ALL STAR FINANCIAL Service code 27 3800 AMERICAN BLVD W · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $22,500 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,540 | $40,113+8.5% | $84,015-48.2% | $77,787-44.0% |
| Participation rate | 35.5% | 62.8%-27.3pp | 69.0%-33.5pp | 73.2%-37.7pp |
| Annual return | 25.43% | 23.27%+2.2pp | 71.31%-45.9pp | 32.57%-7.1pp |
| Employer contribution / active EE | $575 | $847-32.2% | $1,983-71.0% | $2,504-77.1% |
| Participant deferral / active EE | $919 | $2,030-54.7% | $3,239-71.6% | $3,967-76.8% |
| Admin fee / account holder | $215 | $92+135.1% | $6,101-96.5% | $100+115.2% |