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 | $102,243 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,707 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,314 | $38,075+339.4% | $93,406+79.1% | $73,488+127.7% |
| Participation rate | 93.8% | 56.7%+37.1pp | 66.8%+27.0pp | 70.7%+23.1pp |
| Annual return | 30.65% | 17.59%+13.1pp | 78.05%-47.4pp | 28.51%+2.1pp |
| Employer contribution / active EE | $9,377 | $1,117+739.6% | $2,075+351.9% | $2,270+313.1% |
| Participant deferral / active EE | $9,414 | $2,012+367.9% | $3,126+201.2% | $3,740+151.8% |
| Admin fee / account holder | $638 | $351+81.7% | $5,230-87.8% | $513+24.3% |