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 3-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 | $41,765 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $36,960 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $13,063 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,237 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-2737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,112 | $50,982+0.3% | $154,803-67.0% | $85,563-40.3% |
| Participation rate | 87.9% | 59.8%+28.1pp | 78.1%+9.8pp | 66.0%+21.9pp |
| Annual return | 12.83% | 30.35%-17.5pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $3,456 | $1,708+102.3% | $4,305-19.7% | $2,654+30.2% |
| Participant deferral / active EE | $2,206 | $2,474-10.8% | $5,540-60.2% | $4,375-49.6% |
| Admin fee / account holder | $99 | $846-88.3% | $14,329-99.3% | $834-88.2% |