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 10-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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $131,708 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWB& CO., INC. Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,924 | $72,770-27.3% | $67,652-21.8% | $55,191-4.1% |
| Participation rate | 99.0% | 78.8%+20.3pp | 75.7%+23.4pp | 69.2%+29.9pp |
| Annual return | -14.67% | -3.26%-11.4pp | 6625.04%-6639.7pp | 10.78%-25.4pp |
| Employer contribution / active EE | $3,003 | $1,769+69.7% | $2,266+32.6% | $1,899+58.2% |
| Participant deferral / active EE | $3,661 | $3,408+7.4% | $3,560+2.9% | $3,046+20.2% |
| Admin fee / account holder | $7 | $79-91.4% | $4,821-99.9% | $91-92.5% |