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.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $136,174 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,501 | $79,519+41.5% | $95,952+17.2% | $73,409+53.3% |
| Participation rate | 94.3% | 81.2%+13.2pp | 77.1%+17.3pp | 72.2%+22.2pp |
| Annual return | 12.38% | 19.20%-6.8pp | 91.61%-79.2pp | 59.29%-46.9pp |
| Employer contribution / active EE | $3,085 | $2,048+50.7% | $2,541+21.4% | $2,234+38.1% |
| Participant deferral / active EE | $7,385 | $4,138+78.5% | $4,167+77.2% | $3,805+94.1% |
| Admin fee / account holder | $329 | $184+78.6% | $6,795-95.2% | $158+108.5% |