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.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $142,357 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,390 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,048 | $99,078+8.0% | $96,544+10.9% | $74,419+43.8% |
| Participation rate | 85.9% | 80.7%+5.2pp | 76.0%+9.9pp | 70.7%+15.2pp |
| Annual return | 16.22% | 22.48%-6.3pp | 25.84%-9.6pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,093 | $2,570+20.4% | $2,965+4.3% | $2,637+17.3% |
| Participant deferral / active EE | $7,287 | $4,933+47.7% | $4,851+50.2% | $4,528+60.9% |
| Admin fee / account holder | $296 | $225+31.9% | $8,252-96.4% | $348-14.8% |