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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $97,593 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $1,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $88,690 | $63,905+38.8% | $74,183+19.6% | $57,658+53.8% |
| Participation rate | 94.4% | 79.8%+14.6pp | 76.6%+17.8pp | 70.2%+24.2pp |
| Annual return | 6.42% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,922 | $1,840+4.4% | $2,370-18.9% | $1,974-2.6% |
| Participant deferral / active EE | $5,839 | $3,448+69.3% | $3,550+64.5% | $3,061+90.8% |
| Admin fee / account holder | $243 | $91+166.9% | $5,586-95.6% | $95+157.2% |