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.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $149,169 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $68,436 |
Filed as: HARPER & PEARSON Service code 19 · EIN 74-1695589 | Securities Custodian | $16,000 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6 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 | $210,309 | $20,316+935.2% | $66,042+218.4% | $74,304+183.0% |
| Participation rate | 98.0% | 62.8%+35.2pp | 67.5%+30.5pp | 60.3%+37.6pp |
| Annual return | 13.43% | 28.10%-14.7pp | 52.11%-38.7pp | 29.43%-16.0pp |
| Employer contribution / active EE | $11,027 | $745+1380.9% | $1,579+598.2% | $2,241+392.0% |
| Participant deferral / active EE | $12,224 | $1,615+656.8% | $2,835+331.1% | $3,767+224.5% |
| Admin fee / account holder | $806 | $1,668-51.7% | $5,747-86.0% | $2,969-72.9% |