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.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $301,472 |
CAPFINANCIAL PARTNERS LLC4 years Service code 17 · EIN 26-0058143 | Pension Consulting | $59,000 |
RICHARD J. WOLF & COMPANY8+ years Filed as: RICHARD P SLAUGHTER ASSOC INC Service code 28 · EIN 74-2589344 | Investment Management | $15,495 |
ARMANINO LLP1 year Filed as: ARAMINO LLP Service code 10 · EIN 94-6214841 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.8+ years Service code 28 · EIN 94-1737782 | Investment Management | $383 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,355 | $37,317+249.3% | $77,024+69.2% | $77,904+67.3% |
| Participation rate | 77.7% | 46.9%+30.9pp | 67.9%+9.8pp | 73.7%+4.1pp |
| Annual return | -16.78% | -5.88%-10.9pp | 42.32%-59.1pp | 12.21%-29.0pp |
| Employer contribution / active EE | $2,967 | $1,218+143.6% | $2,812+5.5% | $2,848+4.2% |
| Participant deferral / active EE | $4,760 | $2,564+85.6% | $4,426+7.5% | $4,806-1.0% |
| Admin fee / account holder | $162 | $126+28.8% | $5,425-97.0% | $133+22.2% |