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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $28,783 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $2,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,329 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,823 | $52,953-68.2% | $172,739-90.3% | $65,185-74.2% |
| Participation rate | 88.2% | 66.2%+22.0pp | 82.6%+5.5pp | 70.2%+18.0pp |
| Annual return | 19.86% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.5pp |
| Employer contribution / active EE | $943 | $2,190-56.9% | $5,143-81.7% | $2,177-56.7% |
| Participant deferral / active EE | $1,344 | $2,471-45.6% | $5,198-74.2% | $3,514-61.8% |
| Admin fee / account holder | $143 | $472-69.7% | $13,954-99.0% | $847-83.1% |