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.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $214,010 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $48,211 |
CHARLES SCHWAB & CO., INC.3 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 | $38,899 | $74,831-48.0% | $96,683-59.8% | $103,482-62.4% |
| Participation rate | 91.5% | 83.1%+8.4pp | 74.3%+17.2pp | 73.3%+18.2pp |
| Annual return | 17.65% | 16.15%+1.5pp | 35.69%-18.0pp | 33.11%-15.5pp |
| Employer contribution / active EE | $1,887 | $3,888-51.5% | $3,737-49.5% | $3,208-41.2% |
| Participant deferral / active EE | $2,383 | $3,896-38.8% | $4,878-51.1% | $5,207-54.2% |
| Admin fee / account holder | $25 | $130-80.5% | $6,730-99.6% | $114-77.7% |