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 9-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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $121,870 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,646 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,314 |
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 | $18,148 | $106,520-83.0% | $124,672-85.4% | $106,520-83.0% |
| Participation rate | 75.8% | 71.3%+4.5pp | 74.6%+1.2pp | 71.3%+4.5pp |
| Annual return | 46.90% | 19.28%+27.6pp | 5142.93%-5096.0pp | 19.28%+27.6pp |
| Employer contribution / active EE | $1,716 | $2,840-39.6% | $3,324-48.4% | $2,840-39.6% |
| Participant deferral / active EE | $0 | $4,948-100.0% | $4,614-100.0% | $4,948-100.0% |
| Admin fee / account holder | $10 | $75-85.9% | $7,493-99.9% | $75-85.9% |