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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $9,077 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $38,528 | $73,823-47.8% | $379,746-89.9% | $73,488-47.6% |
| Participation rate | 91.5% | 73.1%+18.3pp | 78.4%+13.0pp | 70.7%+20.8pp |
| Annual return | 18.85% | 29.06%-10.2pp | 34.90%-16.1pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,382 | $2,472-3.7% | $3,540-32.7% | $2,270+4.9% |
| Participant deferral / active EE | $2,957 | $4,038-26.8% | $6,024-50.9% | $3,740-20.9% |
| Admin fee / account holder | $31 | $607-94.9% | $7,927-99.6% | $513-93.9% |