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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $354,017 |
Service code 17 · EIN 26-0058143 | Pension Consulting | $44,250 |
HOLTZMAN PARTNERS, LLP1 year Service code 10 · EIN 74-3121060 | Accounting | $19,500 |
RICHARD J. WOLF & COMPANY5+ years Filed as: RICHARD P SLAUGHTER ASSOC INC Service code 28 · EIN 74-2589344 | Investment Management | $14,538 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $2,237 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,348 | $41,617+230.0% | $84,611+62.3% | $77,787+76.6% |
| Participation rate | 80.8% | 45.0%+35.8pp | 68.2%+12.6pp | 73.2%+7.6pp |
| Annual return | 21.60% | 24.97%-3.4pp | 258.74%-237.1pp | 32.57%-11.0pp |
| Employer contribution / active EE | $2,974 | $1,061+180.3% | $2,652+12.1% | $2,504+18.7% |
| Participant deferral / active EE | $4,459 | $2,129+109.5% | $3,899+14.4% | $3,967+12.4% |
| Admin fee / account holder | $201 | $121+66.0% | $4,912-95.9% | $100+100.7% |