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.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,988 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,053 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,050 | $82,202+18.1% | $125,339-22.6% | $64,808+49.7% |
| Participation rate | 93.9% | 77.9%+16.0pp | 82.4%+11.5pp | 71.5%+22.4pp |
| Annual return | -4.70% | 3.48%-8.2pp | 572.05%-576.7pp | 32.82%-37.5pp |
| Employer contribution / active EE | $1,722 | $3,615-52.4% | $4,814-64.2% | $2,506-31.3% |
| Participant deferral / active EE | $5,985 | $7,175-16.6% | $7,446-19.6% | $4,310+38.9% |
| Admin fee / account holder | $79 | $163-51.6% | $10,010-99.2% | $188-57.9% |