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 | $124,844 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,936 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $159 |
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 | $103,311 | $72,254+43.0% | $86,677+19.2% | $64,808+59.4% |
| Participation rate | 89.8% | 80.4%+9.4pp | 76.6%+13.2pp | 71.5%+18.4pp |
| Annual return | -13.11% | 392.42%-405.5pp | 35.91%-49.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $3,219 | $2,393+34.5% | $2,836+13.5% | $2,506+28.5% |
| Participant deferral / active EE | $7,817 | $4,658+67.8% | $4,656+67.9% | $4,310+81.4% |
| Admin fee / account holder | $298 | $174+71.6% | $7,493-96.0% | $188+58.9% |