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 7-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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $94,003 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,769 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $295 |
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 | $72,787 | $75,388-3.5% | $123,544-41.1% | $55,725+30.6% |
| Participation rate | 92.0% | 75.7%+16.4pp | 82.3%+9.7pp | 70.9%+21.2pp |
| Annual return | 15.09% | 4.48%+10.6pp | 119.20%-104.1pp | 244.93%-229.8pp |
| Employer contribution / active EE | $1,869 | $3,063-39.0% | $4,628-59.6% | $2,078-10.1% |
| Participant deferral / active EE | $6,603 | $5,651+16.8% | $6,426+2.8% | $3,356+96.8% |
| Admin fee / account holder | $135 | $120+13.1% | $9,284-98.5% | $115+17.6% |