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.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $210,462 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $80,768 |
CHARLES SCHWAB & CO., INC.4 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 | $43,075 | $86,936-50.5% | $103,333-58.3% | $99,062-56.5% |
| Participation rate | 92.4% | 81.7%+10.7pp | 74.5%+17.9pp | 71.6%+20.8pp |
| Annual return | 14.98% | 14.99%0pp | 24.88%-9.9pp | 17.66%-2.7pp |
| Employer contribution / active EE | $1,969 | $3,925-49.9% | $3,868-49.1% | $3,262-39.7% |
| Participant deferral / active EE | $2,482 | $3,825-35.1% | $5,057-50.9% | $5,331-53.4% |
| Admin fee / account holder | $33 | $140-76.7% | $8,355-99.6% | $109-69.9% |