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 91-0675641 | Recordkeeping | $360,291 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $181,897 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $75,335 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $35,595 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $205,817 | $57,610+257.3% | $154,803+33.0% | $102,872+100.1% |
| Participation rate | 94.4% | 59.5%+35.0pp | 78.1%+16.3pp | 73.0%+21.4pp |
| Annual return | 12.07% | 30.49%-18.4pp | 58.88%-46.8pp | 19.06%-7.0pp |
| Employer contribution / active EE | $15,961 | $1,883+747.5% | $4,305+270.7% | $3,526+352.6% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $159 | $368-56.9% | $14,329-98.9% | $292-45.7% |