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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $93,381 |
ALL STAR FINANCIAL INC2 years Filed as: ALL STAR FINANCIAL Service code 27 3800 AMERICAN BLVD W · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $22,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,523 | $43,466+4.7% | $90,951-49.9% | $90,288-49.6% |
| Participation rate | 32.7% | 62.5%-29.8pp | 69.0%-36.3pp | 73.4%-40.7pp |
| Annual return | 11.25% | 25.26%-14.0pp | 134.60%-123.4pp | 53.97%-42.7pp |
| Employer contribution / active EE | $519 | $840-38.3% | $2,122-75.6% | $2,524-79.5% |
| Participant deferral / active EE | $918 | $2,138-57.1% | $3,373-72.8% | $4,232-78.3% |
| Admin fee / account holder | $224 | $92+144.0% | $5,959-96.2% | $114+96.5% |