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.8+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $50,084 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $9,758 |
AGRI-INVEST, LLC4 years Service code 28 · EIN 16-1558455 | Investment Management | $7,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,971 | $52,122-23.3% | $104,294-61.7% | $64,808-38.3% |
| Participation rate | 91.4% | 56.0%+35.4pp | 73.3%+18.2pp | 71.5%+20.0pp |
| Annual return | -15.35% | 13.26%-28.6pp | 24.61%-40.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $536 | $1,627-67.1% | $3,372-84.1% | $2,506-78.6% |
| Participant deferral / active EE | $3,658 | $2,823+29.6% | $4,625-20.9% | $4,310-15.1% |
| Admin fee / account holder | $65 | $155-58.2% | $7,339-99.1% | $188-65.6% |