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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $87,407 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,873 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,400 | $88,122-12.2% | $141,162-45.2% | $67,579+14.5% |
| Participation rate | 95.5% | 76.5%+19.0pp | 82.5%+13.0pp | 71.3%+24.2pp |
| Annual return | 7.34% | 75.40%-68.1pp | 71.39%-64.1pp | 378.56%-371.2pp |
| Employer contribution / active EE | $2,180 | $3,224-32.4% | $4,735-54.0% | $2,148+1.5% |
| Participant deferral / active EE | $7,970 | $5,958+33.8% | $6,709+18.8% | $3,539+125.2% |
| Admin fee / account holder | $154 | $131+18.0% | $10,261-98.5% | $142+8.5% |