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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $117,137 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,897 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,034 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,341 | $89,394-92.9% | $104,294-93.9% | $89,394-92.9% |
| Participation rate | 88.3% | 71.3%+17.0pp | 73.3%+15.0pp | 71.3%+17.0pp |
| Annual return | 7.30% | -11.89%+19.2pp | 24.61%-17.3pp | -11.89%+19.2pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,372-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $0 | $5,123-100.0% | $4,625-100.0% | $5,123-100.0% |
| Admin fee / account holder | $8 | $79-90.0% | $7,339-99.9% | $79-90.0% |