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.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $211,709 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $27,269 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,988 | $106,520-31.5% | $142,863-48.9% | $106,520-31.5% |
| Participation rate | 4.6% | 71.3%-66.7pp | 71.9%-67.3pp | 71.3%-66.7pp |
| Annual return | 17.27% | 19.28%-2.0pp | 5637.54%-5620.3pp | 19.28%-2.0pp |
| Employer contribution / active EE | $0 | $2,840-100.0% | $4,144-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $262 | $4,948-94.7% | $3,837-93.2% | $4,948-94.7% |
| Admin fee / account holder | $75 | $75+1.3% | $6,560-98.8% | $75+1.3% |