See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $49,050 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $10,351 |
AGRI-INVEST, LLC3 years Service code 28 · EIN 16-1558455 | Investment Management | $8,287 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,232 | $62,581-21.3% | $124,672-60.5% | $86,799-43.3% |
| Participation rate | 86.8% | 56.9%+29.9pp | 74.6%+12.1pp | 72.3%+14.5pp |
| Annual return | 10.89% | 26.67%-15.8pp | 5142.93%-5132.0pp | 97.91%-87.0pp |
| Employer contribution / active EE | $695 | $1,604-56.7% | $3,324-79.1% | $2,405-71.1% |
| Participant deferral / active EE | $3,360 | $2,725+23.3% | $4,614-27.2% | $4,131-18.7% |
| Admin fee / account holder | $68 | $170-59.8% | $7,493-99.1% | $170-59.8% |