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 | $31,375 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Trustee (... | $6,660 |
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 | $44,221 | $63,905-30.8% | $74,183-40.4% | $57,658-23.3% |
| Participation rate | 90.3% | 79.8%+10.6pp | 76.6%+13.7pp | 70.2%+20.1pp |
| Annual return | 7.84% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,137 | $1,840-38.2% | $2,370-52.0% | $1,974-42.4% |
| Participant deferral / active EE | $3,273 | $3,448-5.1% | $3,550-7.8% | $3,061+6.9% |
| Admin fee / account holder | $78 | $91-14.5% | $5,586-98.6% | $95-17.6% |