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 9-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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $63,046 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $13,571 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $44 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,532 | $89,569-77.1% | $115,157-82.2% | $89,569-77.1% |
| Participation rate | 70.9% | 69.6%+1.3pp | 75.9%-5.0pp | 69.6%+1.3pp |
| Annual return | 55.55% | 34.56%+21.0pp | 35.60%+20.0pp | 34.56%+21.0pp |
| Employer contribution / active EE | $298 | $2,584-88.5% | $3,179-90.6% | $2,584-88.5% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $4,168-100.0% | $4,220-100.0% |
| Admin fee / account holder | $7 | $72-90.5% | $7,088-99.9% | $72-90.5% |