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 | $297,517 |
CAPFINANCIAL PARTNERS LLC6 years Service code 17 · EIN 26-0058143 | Pension Consulting | $69,250 |
RICHARD J. WOLF & COMPANY10+ years Filed as: RICHARD P SLAUGHTER ASSOC INC Service code 28 · EIN 74-2589344 | Investment Management | $17,282 |
ARMANINO LLP3 years Filed as: ARAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $16,800 |
CHARLES SCHWAB & CO., INC.10+ years Service code 28 · EIN 94-1737782 | Investment Management | $777 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $31 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,368 | $44,897+275.0% | $84,966+98.2% | $199,593-15.6% |
| Participation rate | 70.8% | 45.7%+25.1pp | 67.5%+3.3pp | 72.0%-1.2pp |
| Annual return | 14.21% | 20.96%-6.8pp | 66.38%-52.2pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,852 | $1,365+108.9% | $2,727+4.6% | $3,034-6.0% |
| Participant deferral / active EE | $4,700 | $2,668+76.2% | $4,519+4.0% | $5,087-7.6% |
| Admin fee / account holder | $166 | $584-71.6% | $6,149-97.3% | $269-38.2% |