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 10-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.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $30,940 |
FIRST SECURITY BANK1 year Service code 27 · EIN 71-0159420 | Advisory (Plan) | $22,368 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,095 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,438 | $82,917-33.1% | $103,333-46.4% | $77,643-28.6% |
| Participation rate | 63.4% | 71.6%-8.1pp | 74.5%-11.1pp | 70.6%-7.1pp |
| Annual return | 12.60% | 19.13%-6.5pp | 24.88%-12.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,007 | $3,552-43.5% | $3,868-48.1% | $2,726-26.4% |
| Participant deferral / active EE | $3,703 | $4,108-9.9% | $5,057-26.8% | $4,647-20.3% |
| Admin fee / account holder | $254 | $638-60.2% | $8,355-97.0% | $430-41.0% |