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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $67,102 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,984 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | 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 | $100,551 | $86,897+15.7% | $151,611-33.7% | $64,808+55.2% |
| Participation rate | 91.3% | 87.3%+4.1pp | 87.5%+3.8pp | 71.5%+19.9pp |
| Annual return | -17.71% | -3.57%-14.1pp | 3.33%-21.0pp | 32.82%-50.5pp |
| Employer contribution / active EE | $6,613 | $4,010+64.9% | $6,166+7.3% | $2,506+163.9% |
| Participant deferral / active EE | $6,944 | $6,690+3.8% | $8,363-17.0% | $4,310+61.1% |
| Admin fee / account holder | $76 | $153-50.2% | $11,616-99.3% | $188-59.4% |