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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $113,886 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,481 |
Filed as: HARPER & PEARSON Service code 19 · EIN 74-1695589 | Securities Custodian | $14,600 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 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 | $146,325 | $27,827+425.8% | $65,255+124.2% | $71,457+104.8% |
| Participation rate | 98.0% | 57.6%+40.4pp | 65.0%+33.0pp | 67.9%+30.0pp |
| Annual return | 14.32% | 41.58%-27.3pp | 47.35%-33.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $10,167 | $1,405+623.6% | $1,691+501.1% | $2,588+292.9% |
| Participant deferral / active EE | $10,456 | $1,861+461.8% | $2,831+269.4% | $4,289+143.8% |
| Admin fee / account holder | $638 | $3,850-83.4% | $4,112-84.5% | $1,587-59.8% |