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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $130,497 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $78,827 |
Filed as: HARPER & PEARSON Service code 19 · EIN 74-1695589 | Securities Custodian | $15,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,873 | $24,733+603.0% | $69,647+149.6% | $74,495+133.4% |
| Participation rate | 98.4% | 63.5%+34.9pp | 66.5%+31.9pp | 67.2%+31.2pp |
| Annual return | 12.88% | 18.55%-5.7pp | 100.48%-87.6pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $10,351 | $1,001+934.5% | $1,712+504.4% | $2,623+294.6% |
| Participant deferral / active EE | $11,563 | $1,901+508.3% | $2,886+300.7% | $4,346+166.1% |
| Admin fee / account holder | $766 | $1,892-59.5% | $4,713-83.8% | $1,942-60.6% |