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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $174,000 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $57,588 |
HOGANTAYLOR LLP1 year Filed as: HOGANTAYLOR Service code 10 · EIN 73-1413977 | Accounting | $14,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,031 | $99,078-26.3% | $96,544-24.4% | $74,419-1.9% |
| Participation rate | 98.8% | 80.7%+18.1pp | 76.0%+22.8pp | 70.7%+28.0pp |
| Annual return | 15.55% | 22.48%-6.9pp | 25.84%-10.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $4,996 | $2,570+94.4% | $2,965+68.5% | $2,637+89.4% |
| Participant deferral / active EE | $6,094 | $4,933+23.5% | $4,851+25.6% | $4,528+34.6% |
| Admin fee / account holder | $2,845 | $225+1166.4% | $8,252-65.5% | $348+717.9% |