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.9+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $49,729 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $9,797 |
AGRI-INVEST, LLC5 years Service code 28 · EIN 16-1558455 | Investment Management | $7,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,118 | $57,739-23.6% | $112,229-60.7% | $74,419-40.7% |
| Participation rate | 91.9% | 55.6%+36.3pp | 72.4%+19.5pp | 70.7%+21.2pp |
| Annual return | 15.68% | 19.52%-3.8pp | 30.20%-14.5pp | 34.38%-18.7pp |
| Employer contribution / active EE | $574 | $1,675-65.7% | $3,430-83.3% | $2,637-78.2% |
| Participant deferral / active EE | $3,645 | $2,891+26.1% | $4,798-24.0% | $4,528-19.5% |
| Admin fee / account holder | $62 | $462-86.5% | $7,748-99.2% | $348-82.1% |