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.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $79,999 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,466 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $742 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,233 | $106,222-88.5% | $118,925-89.7% | $106,222-88.5% |
| Participation rate | 71.5% | 70.8%+0.7pp | 75.4%-3.9pp | 70.8%+0.7pp |
| Annual return | -15.99% | 21.69%-37.7pp | 35.88%-51.9pp | 21.69%-37.7pp |
| Employer contribution / active EE | $0 | $2,723-100.0% | $3,263-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $4,265-100.0% | $4,600-100.0% |
| Admin fee / account holder | $7 | $78-91.3% | $6,581-99.9% | $78-91.3% |