See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $9,662 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,191 | $89,588-39.5% | $136,007-60.2% | $77,643-30.2% |
| Participation rate | 97.8% | 74.3%+23.6pp | 76.5%+21.4pp | 70.6%+27.3pp |
| Annual return | 15.34% | 17.42%-2.1pp | 579.32%-564.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $4,745 | $3,491+35.9% | $4,217+12.5% | $2,726+74.1% |
| Participant deferral / active EE | $5,481 | $5,591-2.0% | $7,025-22.0% | $4,647+17.9% |
| Admin fee / account holder | $52 | $539-90.4% | $6,858-99.2% | $430-88.0% |