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.10+ years Service code 15 · EIN 94-0675641 | Recordkeeping | $50,117 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB INVESTMENT MGMT Service code 21 · EIN 94-3106735 | Bank Trustee | $10,394 |
AGRI-INVEST, LLC6 years Service code 28 · EIN 16-1558455 | Investment Management | $9,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,269 | $72,994-33.9% | $120,354-59.9% | $77,643-37.8% |
| Participation rate | 89.9% | 55.2%+34.6pp | 71.9%+18.0pp | 70.6%+19.3pp |
| Annual return | 12.10% | 18.23%-6.1pp | 107.15%-95.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $639 | $1,793-64.3% | $3,463-81.5% | $2,726-76.5% |
| Participant deferral / active EE | $3,870 | $3,011+28.5% | $4,991-22.5% | $4,647-16.7% |
| Admin fee / account holder | $63 | $658-90.4% | $9,423-99.3% | $430-85.4% |