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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $120,387 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $73,578 |
Filed as: HARPER & PEARSON Service code 10 · EIN 74-1695589 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.)
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 | $173,965 | $39,195+343.8% | $98,755+76.2% | $79,386+119.1% |
| Participation rate | 98.2% | 59.8%+38.5pp | 65.7%+32.5pp | 70.7%+27.5pp |
| Annual return | 8.94% | 19.95%-11.0pp | 49.91%-41.0pp | 116.85%-107.9pp |
| Employer contribution / active EE | $8,217 | $1,334+515.8% | $2,067+297.4% | $2,427+238.5% |
| Participant deferral / active EE | $9,751 | $2,333+318.0% | $3,035+221.3% | $4,046+141.0% |
| Admin fee / account holder | $742 | $365+103.2% | $4,076-81.8% | $626+18.4% |