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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $14,652 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $9,331 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $54,854 | $72,770-24.6% | $67,652-18.9% | $55,191-0.6% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.1pp | 69.2%+12.6pp |
| Annual return | -1.39% | -3.26%+1.9pp | 6625.04%-6626.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,016 | $1,769-42.6% | $2,266-55.1% | $1,899-46.5% |
| Participant deferral / active EE | $2,660 | $3,408-22.0% | $3,560-25.3% | $3,046-12.7% |
| Admin fee / account holder | $40 | $79-49.1% | $4,821-99.2% | $91-55.8% |