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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $82,389 |
ALL STAR FINANCIAL INC4 years Filed as: ALL STAR FINANCIAL Service code 27 3800 AMERICAN BLVD W · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $15,000 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,541 | $39,973+11.4% | $79,550-44.0% | $77,904-42.8% |
| Participation rate | 30.6% | 64.6%-34.0pp | 69.5%-38.9pp | 73.7%-43.0pp |
| Annual return | -12.27% | 3.42%-15.7pp | 0.16%-12.4pp | 12.21%-24.5pp |
| Employer contribution / active EE | $659 | $1,088-39.5% | $2,413-72.7% | $2,848-76.9% |
| Participant deferral / active EE | $1,130 | $2,774-59.3% | $3,985-71.6% | $4,806-76.5% |
| Admin fee / account holder | $184 | $113+63.0% | $6,832-97.3% | $133+38.8% |