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.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $127,164 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $51,643 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,309 | $80,412-52.4% | $109,143-64.9% | $101,517-62.3% |
| Participation rate | 90.5% | 84.4%+6.1pp | 75.9%+14.7pp | 74.6%+16.0pp |
| Annual return | 7.80% | 16.17%-8.4pp | 25.75%-17.9pp | 21.00%-13.2pp |
| Employer contribution / active EE | $1,795 | $3,731-51.9% | $3,722-51.8% | $2,973-39.6% |
| Participant deferral / active EE | $2,265 | $3,396-33.3% | $4,653-51.3% | $4,873-53.5% |
| Admin fee / account holder | $16 | $135-88.3% | $6,752-99.8% | $139-88.7% |