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 8-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.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $59,817 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $24,439 |
CAP FINANCIAL PARTNERS, LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,704 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,316 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $7,190 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,759 | $53,136+106.6% | $155,509-29.4% | $199,593-45.0% |
| Participation rate | 39.1% | 64.1%-25.0pp | 78.2%-39.1pp | 72.0%-32.9pp |
| Annual return | 15.55% | 41.15%-25.6pp | 64.67%-49.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,248 | $3,161+66.0% | $5,626-6.7% | $5,087+3.2% |
| Admin fee / account holder | $89 | $185-51.8% | $15,912-99.4% | $269-66.8% |