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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $232,072 |
ADP BROKER-DEALER9 years Filed as: PENSION CONSULTANTS INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $61,318 |
HOGANTAYLOR LLP2 years Filed as: HOGANTAYLOR Service code 10 · EIN 73-1413977 | Accounting | $23,250 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $93,436 | $88,890+5.1% | $102,423-8.8% | $77,643+20.3% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 13.54% | 24.98%-11.4pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $9,813 | $2,698+263.8% | $3,023+224.6% | $2,726+260.0% |
| Participant deferral / active EE | $7,636 | $5,145+48.4% | $5,053+51.1% | $4,647+64.3% |
| Admin fee / account holder | $1,948 | $235+727.4% | $9,451-79.4% | $430+352.6% |