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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $120,542 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,738 | $80,976-36.1% | $122,332-57.7% | $80,976-36.1% |
| Participation rate | 6.6% | 68.3%-61.6pp | 71.6%-65.0pp | 68.3%-61.6pp |
| Annual return | 17.32% | 22.91%-5.6pp | 30.27%-12.9pp | 22.91%-5.6pp |
| Employer contribution / active EE | $0 | $2,402-100.0% | $4,050-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $235 | $3,848-93.9% | $3,287-92.9% | $3,848-93.9% |
| Admin fee / account holder | $91 | $67+35.2% | $5,478-98.3% | $67+35.2% |