See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $153,469 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $25,159 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,407 | $106,028+20.2% | $146,958-13.3% | $77,643+64.1% |
| Participation rate | 60.9% | 78.4%-17.4pp | 82.2%-21.2pp | 70.6%-9.6pp |
| Annual return | 13.74% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,078 | $4,063-48.9% | $4,933-57.9% | $2,726-23.8% |
| Participant deferral / active EE | $6,508 | $7,990-18.5% | $8,070-19.3% | $4,647+40.0% |
| Admin fee / account holder | $175 | $337-48.0% | $12,998-98.7% | $430-59.2% |