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 | $235,450 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $23,348 |
CHARLES SCHWAB & CO., INC.8+ 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 | $62,749 | $89,394-29.8% | $117,472-46.6% | $89,394-29.8% |
| Participation rate | 4.5% | 71.3%-66.8pp | 70.6%-66.1pp | 71.3%-66.8pp |
| Annual return | -15.94% | -11.89%-4.1pp | 29.74%-45.7pp | -11.89%-4.1pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $4,176-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $279 | $5,123-94.6% | $4,070-93.1% | $5,123-94.6% |
| Admin fee / account holder | $104 | $79+31.2% | $5,645-98.2% | $79+31.2% |