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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,189 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $10,428 |
CHARLES SCHWAB & CO., INC.3+ 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 | $40,614 | $69,305-41.4% | $82,313-50.7% | $69,631-41.7% |
| Participation rate | 78.3% | 80.3%-2.0pp | 76.9%+1.4pp | 70.7%+7.6pp |
| Annual return | 11.34% | 21.47%-10.1pp | 25.88%-14.5pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $934 | $1,887-50.5% | $2,428-61.5% | $2,032-54.0% |
| Participant deferral / active EE | $2,783 | $3,568-22.0% | $3,706-24.9% | $3,224-13.7% |
| Admin fee / account holder | $82 | $97-15.6% | $5,608-98.5% | $110-25.7% |