Filed July 2, 2025 (most recent of 3 filings on file)
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 | $53,055 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,609 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,551 | $111,608-3.6% | $177,821-39.5% | $73,409+46.5% |
| Participation rate | 91.3% | 87.9%+3.5pp | 87.7%+3.6pp | 72.2%+19.2pp |
| Annual return | 17.83% | 18.23%-0.4pp | 48.32%-30.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $6,515 | $3,796+71.6% | $5,918+10.1% | $2,234+191.7% |
| Participant deferral / active EE | $6,731 | $6,199+8.6% | $7,714-12.7% | $3,805+76.9% |
| Admin fee / account holder | $64 | $166-61.1% | $12,427-99.5% | $158-59.2% |