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 | $146,875 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $313 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,752 | $73,404+34.5% | $87,100+13.4% | $67,579+46.1% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.9%+18.4pp | 71.3%+24.0pp |
| Annual return | 22.28% | 48.29%-26.0pp | 28.19%-5.9pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,792 | $2,014+38.6% | $2,521+10.7% | $2,148+30.0% |
| Participant deferral / active EE | $6,474 | $3,913+65.5% | $4,049+59.9% | $3,539+82.9% |
| Admin fee / account holder | $314 | $142+122.0% | $7,497-95.8% | $142+121.0% |