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.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $481,269 |
COOK STREET CONSULTING1 year Service code 28 · EIN 84-0854432 | Investment Management | $63,750 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $57,894 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $13,650 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,731 | $53,136+57.6% | $155,509-46.2% | $199,593-58.0% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 13.96% | 41.15%-27.2pp | 64.67%-50.7pp | 34.25%-20.3pp |
| Employer contribution / active EE | $2,179 | $1,851+17.7% | $4,672-53.4% | $3,034-28.2% |
| Participant deferral / active EE | $4,480 | $3,161+41.7% | $5,626-20.4% | $5,087-11.9% |
| Admin fee / account holder | $113 | $185-39.2% | $15,912-99.3% | $269-58.1% |