Filed July 2, 2025 (most recent of 3 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $77,951 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $46,373 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $18,000 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ 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 | $149,162 | $129,021+15.6% | $184,203-19.0% | $77,643+92.1% |
| Participation rate | 87.4% | 87.3%+0.1pp | 86.8%+0.6pp | 70.6%+16.9pp |
| Annual return | 15.36% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.9pp |
| Employer contribution / active EE | $6,977 | $4,413+58.1% | $6,427+8.6% | $2,726+156.0% |
| Participant deferral / active EE | $7,488 | $7,297+2.6% | $9,131-18.0% | $4,647+61.1% |
| Admin fee / account holder | $115 | $254-54.6% | $13,901-99.2% | $430-73.2% |