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 | $218,474 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25,432 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
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 | $57,457 | $89,569-35.9% | $130,648-56.0% | $89,569-35.9% |
| Participation rate | 5.1% | 69.6%-64.4pp | 71.7%-66.6pp | 69.6%-64.4pp |
| Annual return | 22.82% | 34.56%-11.7pp | 1708.96%-1686.1pp | 34.56%-11.7pp |
| Employer contribution / active EE | $0 | $2,584-100.0% | $4,092-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $214 | $4,220-94.9% | $3,603-94.0% | $4,220-94.9% |
| Admin fee / account holder | $112 | $72+56.4% | $5,464-97.9% | $72+56.4% |