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.5+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $47,908 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $9,880 |
AGRI-INVEST, LLC1 year Service code 28 · EIN 16-1558455 | Investment Management | $6,041 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,730 | $124,414-66.5% | $115,157-63.8% | $67,579-38.3% |
| Participation rate | 84.7% | 58.1%+26.6pp | 75.9%+8.8pp | 71.3%+13.4pp |
| Annual return | 20.27% | 29.40%-9.1pp | 35.60%-15.3pp | 378.56%-358.3pp |
| Employer contribution / active EE | $942 | $1,454-35.3% | $3,179-70.4% | $2,148-56.2% |
| Participant deferral / active EE | $3,089 | $2,331+32.5% | $4,168-25.9% | $3,539-12.7% |
| Admin fee / account holder | $56 | $361-84.4% | $7,088-99.2% | $142-60.4% |