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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,255 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,949 | $39,819-54.9% | $67,834-73.5% | $57,658-68.9% |
| Participation rate | 95.9% | 61.2%+34.6pp | 68.8%+27.1pp | 70.2%+25.6pp |
| Annual return | 7.69% | 9.19%-1.5pp | 138.47%-130.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $682 | $1,277-46.6% | $2,403-71.6% | $1,974-65.4% |
| Participant deferral / active EE | $1,986 | $2,209-10.1% | $3,160-37.2% | $3,061-35.1% |
| Admin fee / account holder | $79 | $84-5.9% | $4,622-98.3% | $95-16.7% |