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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $36,881 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $10,787 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,025 | $65,118-26.2% | $76,768-37.4% | $55,725-13.8% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.0%-12.3pp | 70.9%-6.2pp |
| Annual return | -4.78% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $879 | $1,941-54.7% | $2,485-64.6% | $2,078-57.7% |
| Participant deferral / active EE | $2,474 | $3,688-32.9% | $3,852-35.8% | $3,356-26.3% |
| Admin fee / account holder | $130 | $116+12.1% | $6,675-98.1% | $115+12.8% |