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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $27,006 |
CHARLES SCHWAB & CO., INC.3+ 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 | $21,740 | $44,059-50.7% | $71,671-69.7% | $69,631-68.8% |
| Participation rate | 96.0% | 60.8%+35.3pp | 68.7%+27.3pp | 70.7%+25.4pp |
| Annual return | 16.28% | 21.97%-5.7pp | 20.65%-4.4pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $680 | $1,305-47.9% | $2,460-72.4% | $2,032-66.5% |
| Participant deferral / active EE | $2,051 | $2,370-13.5% | $3,438-40.3% | $3,224-36.4% |
| Admin fee / account holder | $73 | $108-32.6% | $5,558-98.7% | $110-34.3% |