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.6+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $45,181 |
AGRI-INVEST, LLC2 years Service code 28 · EIN 16-1558455 | Investment Management | $6,548 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $6,211 |
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 | $45,008 | $58,101-22.5% | $118,925-62.2% | $73,409-38.7% |
| Participation rate | 86.0% | 56.1%+29.9pp | 75.4%+10.6pp | 72.2%+13.8pp |
| Annual return | 17.35% | 20.56%-3.2pp | 35.88%-18.5pp | 59.29%-41.9pp |
| Employer contribution / active EE | $993 | $1,445-31.3% | $3,263-69.6% | $2,234-55.6% |
| Participant deferral / active EE | $3,180 | $2,400+32.5% | $4,265-25.4% | $3,805-16.4% |
| Admin fee / account holder | $55 | $138-60.0% | $6,581-99.2% | $158-65.0% |