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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $90,024 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $4,100 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $230 |
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 | $86,404 | $65,118+32.7% | $76,768+12.6% | $55,725+55.1% |
| Participation rate | 93.7% | 79.6%+14.1pp | 77.0%+16.7pp | 70.9%+22.8pp |
| Annual return | -5.15% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,588 | $1,941+33.3% | $2,485+4.1% | $2,078+24.5% |
| Participant deferral / active EE | $6,161 | $3,688+67.1% | $3,852+60.0% | $3,356+83.6% |
| Admin fee / account holder | $215 | $116+85.4% | $6,675-96.8% | $115+86.5% |