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.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $67,921 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $19,646 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $113,103 | $104,317+8.4% | $159,436-29.1% | $86,799+30.3% |
| Participation rate | 91.7% | 77.7%+14.0pp | 82.8%+8.9pp | 72.3%+19.5pp |
| Annual return | 36.00% | 26.32%+9.7pp | 263.57%-227.6pp | 97.91%-61.9pp |
| Employer contribution / active EE | $2,394 | $3,451-30.6% | $4,829-50.4% | $2,405-0.5% |
| Participant deferral / active EE | $8,878 | $6,837+29.8% | $7,352+20.7% | $4,131+114.9% |
| Admin fee / account holder | $141 | $172-18.3% | $10,799-98.7% | $170-17.0% |