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.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $159,305 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $74,285 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,112 | $117,739-56.6% | $107,525-52.5% | $117,739-56.6% |
| Participation rate | 92.5% | 76.6%+15.9pp | 75.1%+17.5pp | 76.6%+15.9pp |
| Annual return | 15.72% | 17.29%-1.6pp | 181.32%-165.6pp | 17.29%-1.6pp |
| Employer contribution / active EE | $2,139 | $3,746-42.9% | $3,754-43.0% | $3,746-42.9% |
| Participant deferral / active EE | $2,717 | $6,128-55.7% | $5,116-46.9% | $6,128-55.7% |
| Admin fee / account holder | $26 | $112-76.5% | $8,919-99.7% | $112-76.5% |